DeDora Capital’s American Electric Power AEP Stock Holding History

DeDora Capital’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 Q3	–	Sell	-9,378	Closed	-$747K	–	91
2020 Q2	$747K	Buy	9,378 +7	+0.1%	+$571	0.45%	51
2020 Q1	$749K	Sell	9,371 -25	-0.3%	-$2.36K	0.57%	48
2019 Q4	$888K	Buy	9,396 +348	+4%	+$32.1K	0.53%	50
2019 Q3	$848K	Buy	9,048 +120	+1%	+$10.9K	0.59%	47
2019 Q2	$786K	Sell	8,928 -360	-4%	-$31K	0.55%	47
2019 Q1	$778K	Buy	9,288 +3,850	+71%	+$306K	0.59%	44
2018 Q4	$406K	Buy	5,438 +103	+2%	+$7.73K	0.36%	54
2018 Q3	$378K	Buy	5,335 +68	+1%	+$4.84K	0.29%	59
2018 Q2	$365K	Buy	5,267 +130	+3%	+$8.75K	0.29%	68
2018 Q1	$352K	Buy	+5,137	New	+$346K	0.29%	65

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DeDora Capital's AEP Position: Q3 2020 in Review

DeDora Capital sold out of American Electric Power (AEP) in Q3 2020, closing a stake of 9,378 shares — an estimated $747K sold.

DeDora Capital first reported a position in AEP in Q1 2018 and held it in 10 quarters. The position peaked at $888K in Q4 2019. 1,116 funds tracked by Wall St. Rank hold AEP as of Q3 2020.

DeDora Capital reported no remaining American Electric Power position as of Q3 2020 after selling out during the quarter.
DeDora Capital sold 9,378 American Electric Power shares in Q3 2020, an estimated $747K.
DeDora Capital first reported a position in American Electric Power in Q1 2018 and held it in 10 quarters.
DeDora Capital's American Electric Power position peaked at $888K in Q4 2019.
1,116 funds tracked by Wall St. Rank held American Electric Power as of Q3 2020.

Based on DeDora Capital's 13F filing for Q3 2020, filed 20 Oct 2020.