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

ForthRight 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
Q1 		– Sell
-82
Closed -$7K – 39
2020
Q4 		$7K Buy
+82
New +$7.12K 0.01% 135

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State Street
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Wellington Management Group
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ForthRight Wealth Management's AEP Position: Q1 2021 in Review

ForthRight Wealth Management sold out of American Electric Power (AEP) in Q1 2021, closing a stake of 82 shares — an estimated $7K sold.

ForthRight Wealth Management first reported a position in AEP in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

  • ForthRight Wealth Management reported no remaining American Electric Power position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 82 American Electric Power shares in Q1 2021, an estimated $7K.
  • ForthRight Wealth Management first reported a position in American Electric Power in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's American Electric Power position peaked at $7K in Q4 2020.
  • 1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.