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Baron Financial Group’s American Electric Power AEP Stock Holding History

Baron Financial Group’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
Q3 		– Sell
-200
Closed -$19.2K – 54
2022
Q2 		$19.2K Hold
200
– – 0.01% 123
2022
Q1 		$20K Hold
200
– – 0.01% 135
2021
Q4 		$17.8K Hold
200
– – 0.01% 145
2021
Q3 		$16.2K Hold
200
– – 0.01% 149
2021
Q2 		$16.9K Hold
200
– – 0.01% 149
2021
Q1 		$16.9K Hold
200
– – 0.01% 149
2020
Q4 		$16.7K Hold
200
– – 0.01% 146
2020
Q3 		$16.3K Buy
+200
New +$16.5K 0.02% 146

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baron Financial Group's AEP Position: Q3 2022 in Review

Baron Financial Group sold out of American Electric Power (AEP) in Q3 2022, closing a stake of 200 shares — an estimated $19.2K sold.

Baron Financial Group first reported a position in AEP in Q3 2020 and held it in 8 quarters. The position peaked at $20K in Q1 2022. 1,337 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

  • Baron Financial Group reported no remaining American Electric Power position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 200 American Electric Power shares in Q3 2022, an estimated $19.2K.
  • Baron Financial Group first reported a position in American Electric Power in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's American Electric Power position peaked at $20K in Q1 2022.
  • 1,337 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.