BPWA
AEP icon

Beacon Pointe Wealth Advisors’s American Electric Power AEP Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		$232K Sell
2,457
-128
-5% -$11.8K 0.04% 239
2019
Q3 		$242K Sell
2,585
-125
-5% -$11.4K 0.05% 230
2019
Q2 		$238K Buy
2,710
+162
+6% +$14K 0.05% 239
2019
Q1 		$214K Buy
+2,548
New +$203K 0.05% 241

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's AEP Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its American Electric Power (AEP) stake by 5% in Q4 2019, selling an estimated $11.8K and leaving 2,457 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #239.

Beacon Pointe Wealth Advisors first reported a position in AEP in Q1 2019 and has held it in 4 quarters since. The position peaked at $242K in Q3 2019. 1,200 funds tracked by Wall St. Rank hold AEP as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 2,457 shares of American Electric Power worth $232K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 128 American Electric Power shares in Q4 2019, an estimated $11.8K.
  • American Electric Power made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #239 holding.
  • Beacon Pointe Wealth Advisors first reported a position in American Electric Power in Q1 2019 and has held it in 4 quarters since.
  • Beacon Pointe Wealth Advisors's American Electric Power position peaked at $242K in Q3 2019.
  • 1,200 funds tracked by Wall St. Rank held American Electric Power as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.