GM Advisory Group’s American Electric Power AEP Stock Holding History

GM Advisory 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
2024 Q1	–	Sell	-5,737	Closed	-$466K	–	226
2023 Q4	$466K	Sell	5,737 -2,835	-33%	-$220K	0.04%	146
2023 Q3	$645K	Hold	8,572	–	–	0.05%	105
2023 Q2	$722K	Hold	8,572	–	–	0.06%	101
2023 Q1	$780K	Buy	8,572 +6	+0.1%	+$549	0.07%	93
2022 Q4	$813K	Hold	8,566	–	–	0.09%	81
2022 Q3	$741K	Hold	8,566	–	–	0.09%	79
2022 Q2	$822K	Hold	8,566	–	–	0.13%	79
2022 Q1	$855K	Hold	8,566	–	–	0.1%	96
2021 Q4	$762K	Hold	8,566	–	–	0.07%	108
2021 Q3	$695K	Hold	8,566	–	–	0.07%	108
2021 Q2	$725K	Hold	8,566	–	–	0.07%	107
2021 Q1	$726K	Buy	+8,566	New	+$690K	0.09%	99
2020 Q4	–	Sell	-8,550	Closed	-$699K	–	176
2020 Q3	$699K	Hold	8,550	–	–	0.11%	82
2020 Q2	$681K	Hold	8,550	–	–	0.13%	83
2020 Q1	$684K	Buy	+8,550	New	+$808K	0.19%	61
2019 Q4	–	Sell	-8,550	Closed	-$801K	–	99
2019 Q3	$801K	Hold	8,550	–	–	0.25%	43
2019 Q2	$752K	Hold	8,550	–	–	0.24%	48
2019 Q1	$716K	Hold	8,550	–	–	0.24%	50
2018 Q4	$639K	Hold	8,550	–	–	0.24%	52
2018 Q3	$606K	Hold	8,550	–	–	0.19%	62
2018 Q2	$592K	Hold	8,550	–	–	0.18%	61
2018 Q1	$586K	Hold	8,550	–	–	0.18%	58
2017 Q4	$629K	Hold	8,550	–	–	0.17%	58
2017 Q3	$601K	Hold	8,550	–	–	0.18%	56
2017 Q2	$594K	Buy	+8,550	New	+$594K	0.19%	56

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

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

GM Advisory Group's AEP Position: Q1 2024 in Review

GM Advisory Group sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 5,737 shares — an estimated $466K sold.

GM Advisory Group first reported a position in AEP in Q2 2017 and held it in 25 quarters. The position peaked at $855K in Q1 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

GM Advisory Group reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
GM Advisory Group sold 5,737 American Electric Power shares in Q1 2024, an estimated $466K.
GM Advisory Group first reported a position in American Electric Power in Q2 2017 and held it in 25 quarters.
GM Advisory Group's American Electric Power position peaked at $855K in Q1 2022.
1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on GM Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.