Frisch Financial Group’s American Electric Power AEP Stock Holding History

Frisch Financial Group’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
2023 Q4	–	Sell	-2,701	Closed	-$203K	–	127
2023 Q3	$203K	Buy	+2,701	New	+$220K	0.08%	114
2023 Q1	–	Sell	-2,649	Closed	-$252K	–	115
2022 Q4	$252K	Buy	2,649 +22	+0.8%	+$2K	0.09%	110
2022 Q3	$227K	Buy	2,627 +20	+0.8%	+$1.98K	0.1%	103
2022 Q2	$250K	Buy	2,607 +20	+0.8%	+$1.98K	0.1%	104
2022 Q1	$258K	Buy	2,587 +21	+0.8%	+$1.92K	0.08%	119
2021 Q4	$228K	Buy	2,566 +24	+0.9%	+$2.02K	0.07%	141
2021 Q3	$206K	Buy	2,542 +21	+0.8%	+$1.83K	0.07%	141
2021 Q2	$213K	Buy	2,521 +22	+0.9%	+$1.89K	0.07%	142
2021 Q1	$212K	Buy	+2,499	New	+$201K	0.07%	141

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Frisch Financial Group's AEP Position: Q4 2023 in Review

Frisch Financial Group sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 2,701 shares — an estimated $203K sold.

Frisch Financial Group first reported a position in AEP in Q1 2021 and held it in 9 quarters. The position peaked at $258K in Q1 2022. 1,349 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

Frisch Financial Group reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
Frisch Financial Group sold 2,701 American Electric Power shares in Q4 2023, an estimated $203K.
Frisch Financial Group first reported a position in American Electric Power in Q1 2021 and held it in 9 quarters.
Frisch Financial Group's American Electric Power position peaked at $258K in Q1 2022.
1,349 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on Frisch Financial Group's 13F filing for Q4 2023, filed 12 Feb 2024.