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Engrave Wealth Partners’s American Electric Power AEP Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-332
Closed -$26K – 59
2020
Q2 		$26K Hold
332
– – 0.02% 156
2020
Q1 		$26K Hold
332
– – 0.03% 137
2019
Q4 		$31K Buy
+332
New +$30.7K 0.03% 172

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Engrave Wealth Partners's AEP Position: Q3 2020 in Review

Engrave Wealth Partners sold out of American Electric Power (AEP) in Q3 2020, closing a stake of 332 shares — an estimated $26K sold.

Engrave Wealth Partners first reported a position in AEP in Q4 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 1,117 funds tracked by Wall St. Rank hold AEP as of Q3 2020.

  • Engrave Wealth Partners reported no remaining American Electric Power position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 332 American Electric Power shares in Q3 2020, an estimated $26K.
  • Engrave Wealth Partners first reported a position in American Electric Power in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's American Electric Power position peaked at $31K in Q4 2019.
  • 1,117 funds tracked by Wall St. Rank held American Electric Power as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.