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Belpointe Asset Management’s American Electric Power AEP Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-4,885
Closed -$444K – 662
2023
Q1 		$444K Buy
4,885
+498
+11% +$45.6K 0.02% 605
2022
Q4 		$417K Sell
4,387
-1,389
-24% -$126K 0.03% 619
2022
Q3 		$498K Buy
5,776
+820
+17% +$81.1K 0.03% 507
2022
Q2 		$475K Buy
4,956
+470
+10% +$46.6K 0.03% 507
2022
Q1 		$448K Sell
4,486
-504
-10% -$46K 0.03% 570
2021
Q4 		$444K Sell
4,990
-566
-10% -$47.7K 0.03% 555
2021
Q3 		$451K Buy
5,556
+628
+13% +$54.8K 0.03% 540
2021
Q2 		$417K Sell
4,928
-25
-0.5% -$2.15K 0.03% 555
2021
Q1 		$420K Buy
4,953
+1,747
+54% +$141K 0.04% 489
2020
Q4 		$267K Sell
3,206
-21
-0.7% -$1.82K 0.02% 602
2020
Q3 		$263K Sell
3,227
-30
-0.9% -$2.47K 0.03% 478
2020
Q2 		$259K Buy
3,257
+159
+5% +$13K 0.03% 451
2020
Q1 		$248K Sell
3,098
-3,808
-55% -$360K 0.04% 390
2019
Q4 		$653K Buy
6,906
+2,558
+59% +$236K 0.08% 264
2019
Q3 		$407K Buy
4,348
+193
+5% +$17.5K 0.07% 331
2019
Q2 		$366K Buy
4,155
+1,856
+81% +$160K 0.07% 292
2019
Q1 		$192K Sell
2,299
-8
-0.3% -$636 0.04% 309
2018
Q4 		$172K Buy
2,307
+20
+0.9% +$1.5K 0.04% 365
2018
Q3 		$162K Buy
+2,287
New +$163K 0.03% 503
2018
Q2 		– Sell
-3,601
Closed -$247K – 338
2018
Q1 		$247K Sell
3,601
-806
-18% -$54.3K 0.07% 280
2017
Q4 		$324K Buy
4,407
+753
+21% +$56.3K 0.07% 320
2017
Q3 		$257K Buy
+3,654
New +$260K 0.06% 349

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Belpointe Asset Management's AEP Position: Q2 2023 in Review

Belpointe Asset Management sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 4,885 shares — an estimated $444K sold.

Belpointe Asset Management first reported a position in AEP in Q3 2017 and held it in 22 quarters. The position peaked at $653K in Q4 2019. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • Belpointe Asset Management reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 4,885 American Electric Power shares in Q2 2023, an estimated $444K.
  • Belpointe Asset Management first reported a position in American Electric Power in Q3 2017 and held it in 22 quarters.
  • Belpointe Asset Management's American Electric Power position peaked at $653K in Q4 2019.
  • 1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.