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

Filbrandt 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
Q3 		$2K Hold
30
– – ﹤0.01% 172
2021
Q2 		$3K Sell
30
-1
-3% -$86 ﹤0.01% 151
2021
Q1 		$3K Buy
+31
New +$2.5K ﹤0.01% 143
2020
Q3 		– Sell
-263
Closed -$21K – 161
2020
Q2 		$21K Buy
+263
New +$21.5K 0.02% 189

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Filbrandt Wealth Management's AEP Position: Q3 2021 in Review

Filbrandt Wealth Management held its American Electric Power (AEP) position steady in Q3 2021 at 30 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Filbrandt Wealth Management first reported a position in AEP in Q2 2020 and has held it in 4 quarters since. The position peaked at $21K in Q2 2020. 1,192 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

  • Filbrandt Wealth Management held 30 shares of American Electric Power worth $2K as of Q3 2021.
  • Filbrandt Wealth Management left its American Electric Power share count unchanged in Q3 2021.
  • American Electric Power made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #172 holding.
  • Filbrandt Wealth Management first reported a position in American Electric Power in Q2 2020 and has held it in 4 quarters since.
  • Filbrandt Wealth Management's American Electric Power position peaked at $21K in Q2 2020.
  • 1,192 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.