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Gerber Kawasaki Wealth & Investment Management’s American Electric Power AEP Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-677
Closed -$54K – 291
2021
Q3 		$54K Buy
+677
New +$59.1K 0.01% 312

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AEP Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of American Electric Power (AEP) in Q4 2021, closing a stake of 677 shares — an estimated $54K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AEP in Q3 2021 and held it in 1 quarter. The position peaked at $54K in Q3 2021. 1,303 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining American Electric Power position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 677 American Electric Power shares in Q4 2021, an estimated $54K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in American Electric Power in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's American Electric Power position peaked at $54K in Q3 2021.
  • 1,303 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.