Financial Synergies Wealth Advisors’s American Electric Power AEP Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-199	Closed	-$17.1K	–	79
2024 Q1	$17.1K	Buy	199 +194	+3,880%	+$15.8K	﹤0.01%	211
2023 Q4	$475	Hold	5	–	–	﹤0.01%	377
2023 Q3	$377	Hold	5	–	–	﹤0.01%	461
2023 Q2	$421	Hold	5	–	–	﹤0.01%	448
2023 Q1	$455	Hold	5	–	–	﹤0.01%	426
2022 Q4	$475	Hold	5	–	–	﹤0.01%	377
2022 Q3	$433	Hold	5	–	–	﹤0.01%	372
2022 Q2	$480	Buy	+5	New	+$496	﹤0.01%	379

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Financial Synergies Wealth Advisors's AEP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of American Electric Power (AEP) in Q2 2024, closing a stake of 199 shares — an estimated $17.1K sold.

Financial Synergies Wealth Advisors first reported a position in AEP in Q2 2022 and held it in 8 quarters. The position peaked at $17.1K in Q1 2024. 1,424 funds tracked by Wall St. Rank hold AEP as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining American Electric Power position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 199 American Electric Power shares in Q2 2024, an estimated $17.1K.
Financial Synergies Wealth Advisors first reported a position in American Electric Power in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's American Electric Power position peaked at $17.1K in Q1 2024.
1,424 funds tracked by Wall St. Rank held American Electric Power as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.