Halpern Financial’s American Electric Power AEP Stock Holding History

Halpern Financial’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	-192	Closed	-$16K	–	211
2023 Q4	$16K	Buy	+192	New	+$14.9K	0.01%	155

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Halpern Financial's AEP Position: Q1 2024 in Review

Halpern Financial sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 192 shares — an estimated $16K sold.

Halpern Financial first reported a position in AEP in Q4 2023 and held it in 1 quarter. The position peaked at $16K in Q4 2023. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

Halpern Financial reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
Halpern Financial sold 192 American Electric Power shares in Q1 2024, an estimated $16K.
Halpern Financial first reported a position in American Electric Power in Q4 2023 and held it in 1 quarter.
Halpern Financial's American Electric Power position peaked at $16K in Q4 2023.
1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.