Boenning & Scattergood’s American Electric Power AEP Stock Holding History

Boenning & Scattergood’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 Q4	$488K	Buy	4,887 +1,363	+39%	+$124K	0.08%	254
2022 Q3	$305K	Sell	3,524 -425	-11%	-$42K	0.06%	290
2022 Q2	$379K	Sell	3,949 -938	-19%	-$93K	0.07%	265
2022 Q1	$488K	Buy	4,887 +1,125	+30%	+$103K	0.08%	254
2021 Q4	$335K	Buy	3,762 +104	+3%	+$8.77K	0.05%	307
2021 Q3	$296K	Sell	3,658 -12	-0.3%	-$1.05K	0.05%	306
2021 Q2	$310K	Buy	3,670 +4	+0.1%	+$344	0.05%	299
2021 Q1	$311K	Buy	3,666 +1,230	+50%	+$99.1K	0.06%	293
2020 Q4	$203K	Sell	2,436 -23	-0.9%	-$2K	0.04%	324
2020 Q3	$201K	Buy	+2,459	New	+$203K	0.05%	311

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return