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Cahill Financial Advisors’s American Electric Power AEP Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-237
Closed -$19K – 229
2021
Q3 		$19K Buy
+237
New +$20.7K ﹤0.01% 455

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cahill Financial Advisors's AEP Position: Q4 2021 in Review

Cahill Financial Advisors sold out of American Electric Power (AEP) in Q4 2021, closing a stake of 237 shares — an estimated $19K sold.

Cahill Financial Advisors first reported a position in AEP in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 1,302 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

  • Cahill Financial Advisors reported no remaining American Electric Power position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 237 American Electric Power shares in Q4 2021, an estimated $19K.
  • Cahill Financial Advisors first reported a position in American Electric Power in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's American Electric Power position peaked at $19K in Q3 2021.
  • 1,302 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.