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Evolution Wealth Advisors’s American Electric Power AEP Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-69
Closed -$6K – 152
2021
Q3 		$6K Hold
69
– – ﹤0.01% 467
2021
Q2 		$6K Hold
69
– – ﹤0.01% 468
2021
Q1 		$6K Hold
69
– – ﹤0.01% 492
2020
Q4 		$6K Hold
69
– – ﹤0.01% 411
2020
Q3 		$6K Hold
69
– – ﹤0.01% 407
2020
Q2 		$5K Buy
+69
New +$5.63K ﹤0.01% 355
2020
Q1 		– Sell
-79
Closed -$7K – 311
2019
Q4 		$7K Buy
79
+10
+14% +$924 ﹤0.01% 344
2019
Q3 		$6K Hold
69
– – ﹤0.01% 241
2019
Q2 		$6K Buy
+69
New +$5.95K ﹤0.01% 225

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evolution Wealth Advisors's AEP Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of American Electric Power (AEP) in Q4 2021, closing a stake of 69 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in AEP in Q2 2019 and held it in 9 quarters. The position peaked at $7K in Q4 2019. 1,302 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining American Electric Power position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 69 American Electric Power shares in Q4 2021, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in American Electric Power in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's American Electric Power position peaked at $7K in Q4 2019.
  • 1,302 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.