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Fusion Family Wealth’s American Electric Power AEP Stock Holding History

Fusion Family Wealth’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
Q2 		– Sell
-356
Closed -$30K – 40
2021
Q1 		$30K Sell
356
-500
-58% -$40.3K ﹤0.01% 63
2020
Q4 		$71K Buy
856
+500
+140% +$43.4K 0.01% 45
2020
Q3 		$29K Hold
356
– – 0.01% 60
2020
Q2 		$28K Hold
356
– – 0.01% 64
2020
Q1 		$28K Hold
356
– – 0.01% 70
2019
Q4 		$34K Buy
+356
New +$32.9K 0.01% 74

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fusion Family Wealth's AEP Position: Q2 2021 in Review

Fusion Family Wealth sold out of American Electric Power (AEP) in Q2 2021, closing a stake of 356 shares — an estimated $30K sold.

Fusion Family Wealth first reported a position in AEP in Q4 2019 and held it in 6 quarters. The position peaked at $71K in Q4 2020. 1,192 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • Fusion Family Wealth reported no remaining American Electric Power position as of Q2 2021 after selling out during the quarter.
  • Fusion Family Wealth sold 356 American Electric Power shares in Q2 2021, an estimated $30K.
  • Fusion Family Wealth first reported a position in American Electric Power in Q4 2019 and held it in 6 quarters.
  • Fusion Family Wealth's American Electric Power position peaked at $71K in Q4 2020.
  • 1,192 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.