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Ellevest Inc’s American Electric Power AEP Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-40
Closed -$3.64K – 387
2023
Q1 		$3.64K Buy
40
+39
+3,900% +$3.57K ﹤0.01% 1301
2022
Q4 		$90 Hold
1
– – ﹤0.01% 1762
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1575
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1369
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1385
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1383
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1373
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1253
2021
Q1 		$0 Hold
1
– – ﹤0.01% 1253
2020
Q4 		$0 Hold
1
– – ﹤0.01% 1178
2020
Q3 		$0 Sell
1
-11
-92% -$906 ﹤0.01% 1118
2020
Q2 		$1K Buy
12
+11
+1,100% +$898 ﹤0.01% 942
2020
Q1 		$0 Sell
1
-116
-99% -$11K ﹤0.01% 1069
2019
Q4 		$11K Buy
117
+113
+2,825% +$10.4K ﹤0.01% 513
2019
Q3 		$0 Buy
+4
New +$363 ﹤0.01% 499

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ellevest Inc's AEP Position: Q2 2023 in Review

Ellevest Inc sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 40 shares — an estimated $3.64K sold.

Ellevest Inc first reported a position in AEP in Q3 2019 and held it in 15 quarters. The position peaked at $11K in Q4 2019. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • Ellevest Inc reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 40 American Electric Power shares in Q2 2023, an estimated $3.64K.
  • Ellevest Inc first reported a position in American Electric Power in Q3 2019 and held it in 15 quarters.
  • Ellevest Inc's American Electric Power position peaked at $11K in Q4 2019.
  • 1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.