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Campbell Wealth Management’s American Electric Power AEP Stock Holding History

Campbell Wealth Management’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
2020
Q3 		– Sell
-1,168
Closed -$93K – 71
2020
Q2 		$93K Buy
+1,168
New +$95.3K 0.02% 99

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Campbell Wealth Management's AEP Position: Q3 2020 in Review

Campbell Wealth Management sold out of American Electric Power (AEP) in Q3 2020, closing a stake of 1,168 shares — an estimated $93K sold.

Campbell Wealth Management first reported a position in AEP in Q2 2020 and held it in 1 quarter. The position peaked at $93K in Q2 2020. 1,117 funds tracked by Wall St. Rank hold AEP as of Q3 2020.

  • Campbell Wealth Management reported no remaining American Electric Power position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 1,168 American Electric Power shares in Q3 2020, an estimated $93K.
  • Campbell Wealth Management first reported a position in American Electric Power in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's American Electric Power position peaked at $93K in Q2 2020.
  • 1,117 funds tracked by Wall St. Rank held American Electric Power as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.