Bank Julius Baer & Co
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Bank Julius Baer & Co’s American Electric Power AEP Stock Holding History

Bank Julius Baer & Co’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-30
Closed -$3K – 583
2021
Q4 		$3K Sell
30
-1
-3% -$84 ﹤0.01% 809
2021
Q3 		$3K Sell
31
-4
-11% -$349 ﹤0.01% 794
2021
Q2 		$3K Buy
35
+5
+17% +$431 ﹤0.01% 808
2021
Q1 		$3K Buy
+30
New +$2.42K ﹤0.01% 802
2020
Q3 		– Sell
-25
Closed -$2K – 735
2020
Q2 		$2K Buy
+25
New +$2.04K ﹤0.01% 650

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank Julius Baer & Co's AEP Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of American Electric Power (AEP) in Q1 2022, closing a stake of 30 shares — an estimated $3K sold.

Bank Julius Baer & Co first reported a position in AEP in Q2 2020 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 1,378 funds tracked by Wall St. Rank hold AEP as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining American Electric Power position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 30 American Electric Power shares in Q1 2022, an estimated $3K.
  • Bank Julius Baer & Co first reported a position in American Electric Power in Q2 2020 and held it in 5 quarters.
  • Bank Julius Baer & Co's American Electric Power position peaked at $3K in Q4 2021.
  • 1,378 funds tracked by Wall St. Rank held American Electric Power as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.