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Boston Trust Walden’s American Electric Power AEP Stock Holding History

Boston Trust Walden’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
-2,138
Closed -$205K – 356
2022
Q2 		$205K Sell
2,138
-1,000
-32% -$99.1K ﹤0.01% 362
2022
Q1 		$313K Sell
3,138
-1,418
-31% -$130K ﹤0.01% 342
2021
Q4 		$405K Buy
4,556
+640
+16% +$54K ﹤0.01% 344
2021
Q3 		$318K Buy
3,916
+98
+3% +$8.55K ﹤0.01% 349
2021
Q2 		$323K Buy
+3,818
New +$329K ﹤0.01% 350

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Trust Walden's AEP Position: Q3 2022 in Review

Boston Trust Walden sold out of American Electric Power (AEP) in Q3 2022, closing a stake of 2,138 shares — an estimated $205K sold.

Boston Trust Walden first reported a position in AEP in Q2 2021 and held it in 5 quarters. The position peaked at $405K in Q4 2021. 1,336 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

  • Boston Trust Walden reported no remaining American Electric Power position as of Q3 2022 after selling out during the quarter.
  • Boston Trust Walden sold 2,138 American Electric Power shares in Q3 2022, an estimated $205K.
  • Boston Trust Walden first reported a position in American Electric Power in Q2 2021 and held it in 5 quarters.
  • Boston Trust Walden's American Electric Power position peaked at $405K in Q4 2021.
  • 1,336 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on Boston Trust Walden's 13F filing for Q3 2022, filed 19 Oct 2022.