Financial Advantage’s American Electric Power AEP Stock Holding History

Financial Advantage’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	-2,000	Closed	-$172K	–	39
2022 Q3	$172K	Hold	2,000	–	–	0.17%	36
2022 Q2	$191K	Hold	2,000	–	–	0.18%	35
2022 Q1	$199K	Hold	2,000	–	–	0.16%	35
2021 Q4	$177K	Hold	2,000	–	–	0.15%	38
2021 Q3	$162K	Hold	2,000	–	–	0.14%	37
2021 Q2	$169K	Hold	2,000	–	–	0.14%	38
2021 Q1	$169K	Hold	2,000	–	–	0.15%	37
2020 Q4	$166K	Hold	2,000	–	–	0.15%	35
2020 Q3	$163K	Hold	2,000	–	–	0.15%	33
2020 Q2	$159K	Hold	2,000	–	–	0.12%	34
2020 Q1	$159K	Hold	2,000	–	–	0.14%	34
2019 Q4	$189K	Hold	2,000	–	–	0.13%	33
2019 Q3	$187K	Hold	2,000	–	–	0.13%	33
2019 Q2	$176K	Hold	2,000	–	–	0.12%	33
2019 Q1	$167K	Hold	2,000	–	–	0.12%	34
2018 Q4	$149K	Buy	+2,000	New	+$150K	0.12%	36
2017 Q4	–	Sell	-2,000	Closed	-$140K	–	31
2017 Q3	$140K	Buy	+2,000	New	+$142K	0.11%	34
2015 Q4	–	Sell	-2,000	Closed	-$114K	–	31
2015 Q3	$114K	Hold	2,000	–	–	0.11%	34
2015 Q2	$106K	Hold	2,000	–	–	0.1%	37
2015 Q1	$113K	Hold	2,000	–	–	0.1%	35
2014 Q4	$121K	Hold	2,000	–	–	0.11%	30
2014 Q3	$104K	Hold	2,000	–	–	0.1%	40
2014 Q2	$112K	Hold	2,000	–	–	0.11%	37
2014 Q1	$101K	Sell	2,000 -100	-5%	-$4.86K	0.1%	41
2013 Q4	$98K	Hold	2,100	–	–	0.08%	49
2013 Q3	$91K	Hold	2,100	–	–	0.08%	49
2013 Q2	$94K	Buy	+2,100	New	+$101K	0.08%	51

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Financial Advantage's AEP Position: Q4 2022 in Review

Financial Advantage sold out of American Electric Power (AEP) in Q4 2022, closing a stake of 2,000 shares — an estimated $172K sold.

Financial Advantage first reported a position in AEP in Q2 2013 and held it in 27 quarters. The position peaked at $199K in Q1 2022. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

Financial Advantage reported no remaining American Electric Power position as of Q4 2022 after selling out during the quarter.
Financial Advantage sold 2,000 American Electric Power shares in Q4 2022, an estimated $172K.
Financial Advantage first reported a position in American Electric Power in Q2 2013 and held it in 27 quarters.
Financial Advantage's American Electric Power position peaked at $199K in Q1 2022.
1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Financial Advantage's 13F filing for Q4 2022, filed 26 Jan 2023.