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Gofen & Glossberg’s American Electric Power AEP Stock Holding History

Gofen & Glossberg’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
2022
Q4 		$877K Hold
9,238
– – 0.02% 258
2022
Q3 		$799K Hold
9,238
– – 0.02% 252
2022
Q2 		$886K Sell
9,238
-335
-3% -$33.2K 0.02% 243
2022
Q1 		$955K Sell
9,573
-20
-0.2% -$1.83K 0.02% 248
2021
Q4 		$853K Sell
9,593
-1,200
-11% -$101K 0.02% 262
2021
Q3 		$876K Buy
10,793
+549
+5% +$47.9K 0.02% 253
2021
Q2 		$867K Buy
10,244
+6,439
+169% +$554K 0.02% 256
2021
Q1 		$322K Buy
3,805
+48
+1% +$3.87K 0.01% 399
2020
Q4 		$313K Hold
3,757
– – 0.01% 390
2020
Q3 		$307K Buy
3,757
+49
+1% +$4.04K 0.01% 361
2020
Q2 		$295K Buy
3,708
+167
+5% +$13.6K 0.01% 358
2020
Q1 		$283K Sell
3,541
-100
-3% -$9.46K 0.01% 342
2019
Q4 		$344K Buy
3,641
+1,252
+52% +$116K 0.01% 347
2019
Q3 		$224K Hold
2,389
– – 0.01% 411
2019
Q2 		$210K Sell
2,389
-481
-17% -$41.5K 0.01% 415
2019
Q1 		$240K Hold
2,870
– – 0.01% 380
2018
Q4 		$214K Hold
2,870
– – 0.01% 385
2018
Q3 		$203K Buy
+2,870
New +$204K 0.01% 434
2018
Q1 		– Sell
-2,790
Closed -$205K – 456
2017
Q4 		$205K Buy
+2,790
New +$208K 0.01% 451

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Gofen & Glossberg's AEP Position: Q4 2022 in Review

Gofen & Glossberg held its American Electric Power (AEP) position steady in Q4 2022 at 9,238 shares worth $877K. The position accounts for 0.02% of the portfolio, ranked #258.

Gofen & Glossberg first reported a position in AEP in Q4 2017 and has held it in 19 quarters since. The position peaked at $955K in Q1 2022. 1,387 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

  • Gofen & Glossberg held 9,238 shares of American Electric Power worth $877K as of Q4 2022.
  • Gofen & Glossberg left its American Electric Power share count unchanged in Q4 2022.
  • American Electric Power made up 0.02% of Gofen & Glossberg's portfolio in Q4 2022, its #258 holding.
  • Gofen & Glossberg first reported a position in American Electric Power in Q4 2017 and has held it in 19 quarters since.
  • Gofen & Glossberg's American Electric Power position peaked at $955K in Q1 2022.
  • 1,387 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.