CPW
AEP icon

Catalyst Private Wealth’s American Electric Power AEP Stock Holding History

Catalyst Private Wealth’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
Q4 		– Sell
-190
Closed -$16K – 64
2020
Q3 		$16K Buy
+190
New +$15.7K 0.02% 184

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Catalyst Private Wealth's AEP Position: Q4 2020 in Review

Catalyst Private Wealth sold out of American Electric Power (AEP) in Q4 2020, closing a stake of 190 shares — an estimated $16K sold.

Catalyst Private Wealth first reported a position in AEP in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 1,209 funds tracked by Wall St. Rank hold AEP as of Q4 2020.

  • Catalyst Private Wealth reported no remaining American Electric Power position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 190 American Electric Power shares in Q4 2020, an estimated $16K.
  • Catalyst Private Wealth first reported a position in American Electric Power in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's American Electric Power position peaked at $16K in Q3 2020.
  • 1,209 funds tracked by Wall St. Rank held American Electric Power as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.