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CSat Investment Advisory’s American Electric Power AEP Stock Holding History

CSat Investment Advisory’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
Q1 		$21K Buy
252
+80
+47% +$6.45K 0.02% 366
2020
Q4 		$14K Sell
172
-1,526
-90% -$132K 0.01% 397
2020
Q3 		$139K Buy
1,698
+176
+12% +$14.5K 0.01% 350
2020
Q2 		$122K Buy
1,522
+118
+8% +$9.63K 0.01% 409
2020
Q1 		$112K Buy
1,404
+159
+13% +$15K 0.02% 320
2019
Q4 		$118K Buy
1,245
+203
+19% +$18.8K 0.03% 328
2019
Q3 		$98K Buy
1,042
+102
+11% +$9.26K 0.03% 319
2019
Q2 		$83K Buy
940
+852
+968% +$73.4K 0.03% 329
2019
Q1 		$7K Buy
88
+8
+10% +$636 ﹤0.01% 467
2018
Q4 		$6K Hold
80
– – ﹤0.01% 465
2018
Q3 		$6K Sell
80
-5
-6% -$356 ﹤0.01% 436
2018
Q2 		$6K Buy
+85
New +$5.72K ﹤0.01% 428

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSat Investment Advisory's AEP Position: Q1 2021 in Review

CSat Investment Advisory increased its American Electric Power (AEP) stake by 47% in Q1 2021, buying an estimated $6.45K and bringing the position to 252 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #366.

CSat Investment Advisory first reported a position in AEP in Q2 2018 and has held it in 12 quarters since. The position peaked at $139K in Q3 2020. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

  • CSat Investment Advisory held 252 shares of American Electric Power worth $21K as of Q1 2021.
  • CSat Investment Advisory bought 80 American Electric Power shares in Q1 2021, an estimated $6.45K.
  • American Electric Power made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #366 holding.
  • CSat Investment Advisory first reported a position in American Electric Power in Q2 2018 and has held it in 12 quarters since.
  • CSat Investment Advisory's American Electric Power position peaked at $139K in Q3 2020.
  • 1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.