Bernardo Wealth Planning’s American Electric Power AEP Stock Holding History

Bernardo Wealth Planning’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
2021 Q1	–	Sell	-2,858	Closed	-$237K	–	81
2020 Q4	$237K	Buy	2,858 +37	+1%	+$3.21K	0.09%	151
2020 Q3	$230K	Buy	2,821 +11	+0.4%	+$906	0.1%	138
2020 Q2	$223K	Sell	2,810 -291	-9%	-$23.8K	0.12%	121
2020 Q1	$248K	Sell	3,101 -732	-19%	-$69.2K	0.17%	116
2019 Q4	$362K	Sell	3,833 -49	-1%	-$4.53K	0.22%	109
2019 Q3	$363K	Sell	3,882 -118	-3%	-$10.7K	0.26%	102
2019 Q2	$352K	Sell	4,000 -97	-2%	-$8.36K	0.28%	102
2019 Q1	$343K	Sell	4,097 -62	-1%	-$4.93K	0.27%	101
2018 Q4	$311K	Buy	+4,159	New	+$312K	0.28%	97

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bernardo Wealth Planning's AEP Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of American Electric Power (AEP) in Q1 2021, closing a stake of 2,858 shares — an estimated $237K sold.

Bernardo Wealth Planning first reported a position in AEP in Q4 2018 and held it in 9 quarters. The position peaked at $363K in Q3 2019. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

Bernardo Wealth Planning reported no remaining American Electric Power position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 2,858 American Electric Power shares in Q1 2021, an estimated $237K.
Bernardo Wealth Planning first reported a position in American Electric Power in Q4 2018 and held it in 9 quarters.
Bernardo Wealth Planning's American Electric Power position peaked at $363K in Q3 2019.
1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.