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

Camarda 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
2022 Q3	–	Sell	-21,019	Closed	-$2.02M	–	66
2022 Q2	$2.02M	Buy	+21,019	New	+$2.08M	2%	17
2018 Q4	–	Sell	-1,000	Closed	-$71K	–	162
2018 Q3	$71K	Buy	+1,000	New	+$71.2K	0.08%	95
2018 Q1	–	Sell	-100	Closed	-$7K	–	168
2017 Q4	$7K	Sell	100 -662	-87%	-$49.5K	0.01%	160
2017 Q3	$54K	Hold	762	–	–	0.06%	110
2017 Q2	$53K	Buy	762 +100	+15%	+$6.95K	0.06%	109
2017 Q1	$44K	Hold	662	–	–	0.04%	110
2016 Q4	$42K	Hold	662	–	–	0.03%	128
2016 Q3	$43K	Hold	662	–	–	0.03%	121
2016 Q2	$46K	Hold	662	–	–	0.03%	143
2016 Q1	$44K	Hold	662	–	–	0.03%	143
2015 Q4	$39K	Hold	662	–	–	0.02%	162
2015 Q3	$38K	Hold	662	–	–	0.02%	112
2015 Q2	$35K	Hold	662	–	–	0.02%	146
2015 Q1	$37K	Sell	662 -406	-38%	-$24.1K	0.02%	150
2014 Q4	$65K	Buy	+1,068	New	+$61.1K	0.04%	112

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Camarda Financial Advisors's AEP Position: Q3 2022 in Review

Camarda Financial Advisors sold out of American Electric Power (AEP) in Q3 2022, closing a stake of 21,019 shares — an estimated $2.02M sold.

Camarda Financial Advisors first reported a position in AEP in Q4 2014 and held it in 15 quarters. The position peaked at $2.02M in Q2 2022. 1,337 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

Camarda Financial Advisors reported no remaining American Electric Power position as of Q3 2022 after selling out during the quarter.
Camarda Financial Advisors sold 21,019 American Electric Power shares in Q3 2022, an estimated $2.02M.
Camarda Financial Advisors first reported a position in American Electric Power in Q4 2014 and held it in 15 quarters.
Camarda Financial Advisors's American Electric Power position peaked at $2.02M in Q2 2022.
1,337 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on Camarda Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.