CPWM
AEP icon

Cypress Point Wealth Management’s American Electric Power AEP Stock Holding History

Cypress Point Wealth Management’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
Q3 		– Sell
-100
Closed -$8K – 158
2021
Q2 		$8K Buy
+100
New +$8.61K 0.01% 150

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cypress Point Wealth Management's AEP Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of American Electric Power (AEP) in Q3 2021, closing a stake of 100 shares — an estimated $8K sold.

Cypress Point Wealth Management first reported a position in AEP in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 1,194 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining American Electric Power position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 100 American Electric Power shares in Q3 2021, an estimated $8K.
  • Cypress Point Wealth Management first reported a position in American Electric Power in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's American Electric Power position peaked at $8K in Q2 2021.
  • 1,194 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.