Harvest Group Wealth Management’s American Electric Power AEP Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-110	Closed	-$9K	–	52
2020 Q4	$9K	Hold	110	–	–	0.01%	232
2020 Q3	$9K	Hold	110	–	–	0.01%	226
2020 Q2	$8K	Hold	110	–	–	0.01%	227
2020 Q1	$8K	Hold	110	–	–	0.01%	222
2019 Q4	$10K	Hold	110	–	–	0.01%	239
2019 Q3	$10K	Hold	110	–	–	0.01%	250
2019 Q2	$9K	Hold	110	–	–	0.01%	229
2019 Q1	$9K	Buy	+110	New	+$8.75K	0.01%	249

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harvest Group Wealth Management's AEP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of American Electric Power (AEP) in Q1 2021, closing a stake of 110 shares — an estimated $9K sold.

Harvest Group Wealth Management first reported a position in AEP in Q1 2019 and held it in 8 quarters. The position peaked at $10K in Q4 2019. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

Harvest Group Wealth Management reported no remaining American Electric Power position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 110 American Electric Power shares in Q1 2021, an estimated $9K.
Harvest Group Wealth Management first reported a position in American Electric Power in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's American Electric Power position peaked at $10K in Q4 2019.
1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.