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

Finer 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
2024 Q1	–	Sell	-2,762	Closed	-$224K	–	78
2023 Q4	$224K	Sell	2,762 -237	-8%	-$18.4K	0.17%	75
2023 Q3	$226K	Sell	2,999 -170	-5%	-$13.8K	0.18%	77
2023 Q2	$267K	Sell	3,169 -1,360	-30%	-$120K	0.21%	74
2023 Q1	$412K	Sell	4,529 -6	-0.1%	-$549	0.35%	56
2022 Q4	$431K	Sell	4,535 -10	-0.2%	-$910	0.4%	57
2022 Q3	$393K	Hold	4,545	–	–	0.39%	58
2022 Q2	$436K	Sell	4,545 -541	-11%	-$53.6K	0.4%	56
2022 Q1	$507K	Sell	5,086 -1,282	-20%	-$117K	0.41%	51
2021 Q4	$567K	Buy	+6,368	New	+$537K	0.47%	50

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Finer Wealth Management's AEP Position: Q1 2024 in Review

Finer Wealth Management sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 2,762 shares — an estimated $224K sold.

Finer Wealth Management first reported a position in AEP in Q4 2021 and held it in 9 quarters. The position peaked at $567K in Q4 2021. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

Finer Wealth Management reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
Finer Wealth Management sold 2,762 American Electric Power shares in Q1 2024, an estimated $224K.
Finer Wealth Management first reported a position in American Electric Power in Q4 2021 and held it in 9 quarters.
Finer Wealth Management's American Electric Power position peaked at $567K in Q4 2021.
1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Finer Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.