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Castleview Partners’s American Electric Power AEP Stock Holding History

Castleview Partners’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
2023
Q3 		– Sell
-200
Closed -$16.8K – 673
2023
Q2 		$16.8K Buy
+200
New +$17.7K 0.02% 378

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Castleview Partners's AEP Position: Q3 2023 in Review

Castleview Partners sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 200 shares — an estimated $16.8K sold.

Castleview Partners first reported a position in AEP in Q2 2023 and held it in 1 quarter. The position peaked at $16.8K in Q2 2023. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Castleview Partners reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 200 American Electric Power shares in Q3 2023, an estimated $16.8K.
  • Castleview Partners first reported a position in American Electric Power in Q2 2023 and held it in 1 quarter.
  • Castleview Partners's American Electric Power position peaked at $16.8K in Q2 2023.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.