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Graham Capital Wealth Management’s American Electric Power AEP Stock Holding History

Graham Capital Wealth 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
2022
Q2 		– Sell
-20,789
Closed -$2.07M – 100
2022
Q1 		$2.07M Sell
20,789
-3,482
-14% -$318K 1.84% 16
2021
Q4 		$2.11M Buy
+24,271
New +$2.05M 1.73% 13

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Graham Capital Wealth Management's AEP Position: Q2 2022 in Review

Graham Capital Wealth Management sold out of American Electric Power (AEP) in Q2 2022, closing a stake of 20,789 shares — an estimated $2.07M sold.

Graham Capital Wealth Management first reported a position in AEP in Q4 2021 and held it in 2 quarters. The position peaked at $2.11M in Q4 2021. 1,363 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

  • Graham Capital Wealth Management reported no remaining American Electric Power position as of Q2 2022 after selling out during the quarter.
  • Graham Capital Wealth Management sold 20,789 American Electric Power shares in Q2 2022, an estimated $2.07M.
  • Graham Capital Wealth Management first reported a position in American Electric Power in Q4 2021 and held it in 2 quarters.
  • Graham Capital Wealth Management's American Electric Power position peaked at $2.11M in Q4 2021.
  • 1,363 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on Graham Capital Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.