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

Endurance 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 Q4	–	Sell	-200	Closed	-$17K	–	631
2022 Q3	$17K	Sell	200 -200	-50%	-$19.8K	﹤0.01%	420
2022 Q2	$38K	Hold	400	–	–	0.01%	358
2022 Q1	$40K	Hold	400	–	–	0.01%	375
2021 Q4	$36K	Hold	400	–	–	﹤0.01%	385
2021 Q3	$32K	Hold	400	–	–	﹤0.01%	396
2021 Q2	$33K	Sell	400 -19	-5%	-$1.64K	﹤0.01%	397
2021 Q1	$35K	Sell	419 -72	-15%	-$5.8K	﹤0.01%	391
2020 Q4	$41K	Hold	491	–	–	0.01%	346
2020 Q3	$40K	Hold	491	–	–	0.01%	330
2020 Q2	$39K	Hold	491	–	–	0.01%	332
2020 Q1	$39K	Buy	491 +19	+4%	+$1.8K	0.01%	307
2019 Q4	$45K	Buy	472 +72	+18%	+$6.65K	0.01%	291
2019 Q3	$37K	Hold	400	–	–	0.01%	303
2019 Q2	$35K	Hold	400	–	–	0.01%	292
2019 Q1	$34K	Hold	400	–	–	0.01%	293
2018 Q4	$30K	Hold	400	–	–	0.01%	293
2018 Q3	$28K	Hold	400	–	–	﹤0.01%	314
2018 Q2	$28K	Hold	400	–	–	﹤0.01%	314
2018 Q1	$27K	Hold	400	–	–	﹤0.01%	327
2017 Q4	$29K	Hold	400	–	–	﹤0.01%	315
2017 Q3	$28K	Sell	400 -656	-62%	-$46.7K	﹤0.01%	314
2017 Q2	$73K	Hold	1,056	–	–	0.01%	242
2017 Q1	$71K	Buy	1,056 +400	+61%	+$25.9K	0.01%	240
2016 Q4	$41K	Hold	656	–	–	0.01%	283
2016 Q3	$41K	Hold	656	–	–	0.01%	282
2016 Q2	$46K	Hold	656	–	–	0.01%	265
2016 Q1	$44K	Hold	656	–	–	0.01%	270
2015 Q4	$38K	Hold	656	–	–	0.01%	289
2015 Q3	$38K	Sell	656 -600	-48%	-$33.3K	0.01%	293
2015 Q2	$67K	Buy	+1,256	New	+$69.5K	0.01%	243

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Endurance Wealth Management's AEP Position: Q4 2022 in Review

Endurance Wealth Management sold out of American Electric Power (AEP) in Q4 2022, closing a stake of 200 shares — an estimated $17K sold.

Endurance Wealth Management first reported a position in AEP in Q2 2015 and held it in 30 quarters. The position peaked at $73K in Q2 2017. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

Endurance Wealth Management reported no remaining American Electric Power position as of Q4 2022 after selling out during the quarter.
Endurance Wealth Management sold 200 American Electric Power shares in Q4 2022, an estimated $17K.
Endurance Wealth Management first reported a position in American Electric Power in Q2 2015 and held it in 30 quarters.
Endurance Wealth Management's American Electric Power position peaked at $73K in Q2 2017.
1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Endurance Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.