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

Elmwood 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 Q2	$12K	Hold	140	–	–	0.01%	248
2021 Q1	$12K	Buy	+140	New	+$11.3K	0.01%	238
2020 Q3	$11K	Hold	140	–	–	0.01%	184
2020 Q2	$11K	Buy	140 +40	+40%	+$3.27K	0.01%	184
2020 Q1	$6.86K	Buy	+100	New	+$9.46K	0.01%	207
2019 Q4	–	Sell	-100	Closed	-$9K	–	91
2019 Q3	$9K	Hold	100	–	–	0.01%	183
2019 Q2	$9K	Hold	100	–	–	0.01%	200
2019 Q1	$8K	Hold	100	–	–	0.01%	198
2018 Q4	$7K	Hold	100	–	–	0.01%	209
2018 Q3	$7.09K	Hold	100	–	–	0.01%	217
2018 Q2	$6.92K	Hold	100	–	–	0.01%	213
2018 Q1	$6.86K	Buy	+100	New	+$6.73K	0.01%	207

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Elmwood Wealth Management's AEP Position: Q2 2021 in Review

Elmwood Wealth Management held its American Electric Power (AEP) position steady in Q2 2021 at 140 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #248.

Elmwood Wealth Management first reported a position in AEP in Q1 2018 and has held it in 12 quarters since. 1,194 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

Elmwood Wealth Management held 140 shares of American Electric Power worth $12K as of Q2 2021.
Elmwood Wealth Management left its American Electric Power share count unchanged in Q2 2021.
American Electric Power made up 0.01% of Elmwood Wealth Management's portfolio in Q2 2021, its #248 holding.
Elmwood Wealth Management first reported a position in American Electric Power in Q1 2018 and has held it in 12 quarters since.
1,194 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.