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Edge Wealth Management’s American Electric Power AEP Stock Holding History

Edge 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
2022
Q1 		– Sell
-15
Closed -$1K – 103
2021
Q4 		$1K Hold
15
– – ﹤0.01% 447
2021
Q3 		$1K Buy
+15
New +$1.31K ﹤0.01% 463
2021
Q1 		– Sell
-23,880
Closed -$1.98M – 437
2020
Q4 		$1.98M Buy
23,880
+19,880
+497% +$1.73M 0.45% 41
2020
Q3 		$327K Buy
+4,000
New +$329K 0.08% 84
2013
Q4 		– Sell
-140
Closed -$6K – 345
2013
Q3 		$6K Hold
140
– – ﹤0.01% 257
2013
Q2 		$6K Buy
+140
New +$6.72K ﹤0.01% 251

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Edge Wealth Management's AEP Position: Q1 2022 in Review

Edge Wealth Management sold out of American Electric Power (AEP) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in AEP in Q2 2013 and held it in 6 quarters. The position peaked at $1.98M in Q4 2020. 1,380 funds tracked by Wall St. Rank hold AEP as of Q1 2022.

  • Edge Wealth Management reported no remaining American Electric Power position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 15 American Electric Power shares in Q1 2022, an estimated $1K.
  • Edge Wealth Management first reported a position in American Electric Power in Q2 2013 and held it in 6 quarters.
  • Edge Wealth Management's American Electric Power position peaked at $1.98M in Q4 2020.
  • 1,380 funds tracked by Wall St. Rank held American Electric Power as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.