Castle Financial & Retirement Planning Associates’s American Electric Power AEP Stock Holding History

Castle Financial & Retirement Planning Associates’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	$13K	Buy	+145	New	+$12.2K	0.04%	81

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's AEP Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in American Electric Power (AEP) in Q4 2021: 145 shares worth $13K. The stake represents 0.04% of the portfolio and ranks #81 among its holdings.

1,303 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

Castle Financial & Retirement Planning Associates held 145 shares of American Electric Power worth $13K as of Q4 2021.
American Electric Power was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
American Electric Power made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #81 holding.
1,303 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.