Capital Advisory Group Advisory Services’s American Electric Power AEP Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-100	Closed	-$10K	–	210
2022 Q1	$10K	Buy	+100	New	+$9.14K	﹤0.01%	363
2021 Q4	–	Sell	-294	Closed	-$24K	–	172
2021 Q3	$24K	Hold	294	–	–	0.01%	307
2021 Q2	$25K	Hold	294	–	–	0.01%	309
2021 Q1	$25K	Hold	294	–	–	0.01%	293
2020 Q4	$24K	Hold	294	–	–	0.01%	293
2020 Q3	$24K	Sell	294 -47	-14%	-$3.87K	0.01%	244
2020 Q2	$27K	Hold	341	–	–	0.02%	224
2020 Q1	$28K	Buy	+341	New	+$32.2K	0.03%	138
2019 Q4	–	Sell	-341	Closed	-$32K	–	200
2019 Q3	$32K	Hold	341	–	–	0.02%	172
2019 Q2	$30K	Buy	341 +332	+3,689%	+$28.6K	0.02%	184
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	395
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	369
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	344
2018 Q2	$1K	Buy	+9	New	+$606	﹤0.01%	328

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Capital Advisory Group Advisory Services's AEP Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of American Electric Power (AEP) in Q2 2022, closing a stake of 100 shares — an estimated $10K sold.

Capital Advisory Group Advisory Services first reported a position in AEP in Q2 2018 and held it in 14 quarters. The position peaked at $32K in Q3 2019. 1,364 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining American Electric Power position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 100 American Electric Power shares in Q2 2022, an estimated $10K.
Capital Advisory Group Advisory Services first reported a position in American Electric Power in Q2 2018 and held it in 14 quarters.
Capital Advisory Group Advisory Services's American Electric Power position peaked at $32K in Q3 2019.
1,364 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.