Highland Private Wealth Management’s American Electric Power AEP Stock Holding History

Highland Private 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 Q3	–	Sell	-4,967	Closed	-$420K	–	176
2021 Q2	$420K	Buy	4,967 +36	+0.7%	+$3.1K	0.06%	104
2021 Q1	$417K	Sell	4,931 -8	-0.2%	-$645	0.07%	98
2020 Q4	$412K	Buy	+4,939	New	+$429K	0.07%	93
2020 Q1	–	Sell	-2,208	Closed	-$209K	–	118
2019 Q4	$209K	Buy	+2,208	New	+$204K	0.05%	121

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Highland Private Wealth Management's AEP Position: Q3 2021 in Review

Highland Private Wealth Management sold out of American Electric Power (AEP) in Q3 2021, closing a stake of 4,967 shares — an estimated $420K sold.

Highland Private Wealth Management first reported a position in AEP in Q4 2019 and held it in 4 quarters. The position peaked at $420K in Q2 2021. 1,193 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

Highland Private Wealth Management reported no remaining American Electric Power position as of Q3 2021 after selling out during the quarter.
Highland Private Wealth Management sold 4,967 American Electric Power shares in Q3 2021, an estimated $420K.
Highland Private Wealth Management first reported a position in American Electric Power in Q4 2019 and held it in 4 quarters.
Highland Private Wealth Management's American Electric Power position peaked at $420K in Q2 2021.
1,193 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on Highland Private Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.