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Elm Advisors’s American Electric Power AEP Stock Holding History

Elm Advisors’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 		– Sell
-300
Closed -$25K – 95
2020
Q4 		$25K Buy
+300
New +$26K 0.02% 188
2018
Q4 		– Sell
-300
Closed -$21K – 87
2018
Q3 		$21K Buy
+300
New +$21.3K 0.01% 214

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Elm Advisors's AEP Position: Q1 2021 in Review

Elm Advisors sold out of American Electric Power (AEP) in Q1 2021, closing a stake of 300 shares — an estimated $25K sold.

Elm Advisors first reported a position in AEP in Q3 2018 and held it in 2 quarters. The position peaked at $25K in Q4 2020. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

  • Elm Advisors reported no remaining American Electric Power position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 300 American Electric Power shares in Q1 2021, an estimated $25K.
  • Elm Advisors first reported a position in American Electric Power in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's American Electric Power position peaked at $25K in Q4 2020.
  • 1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.