Hudson Valley Investment Advisors’s American Electric Power AEP Stock Holding History

Hudson Valley Investment Advisors’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
2023 Q1	–	Sell	-5,050	Closed	-$479K	–	211
2022 Q4	$479K	Hold	5,050	–	–	0.07%	140
2022 Q3	$437K	Sell	5,050 -292	-5%	-$28.9K	0.07%	147
2022 Q2	$513K	Buy	5,342 +313	+6%	+$31K	0.08%	137
2022 Q1	$502K	Sell	5,029 -1,545	-24%	-$141K	0.07%	141
2021 Q4	$585K	Buy	6,574 +1,365	+26%	+$115K	0.09%	119
2021 Q3	$423K	Buy	+5,209	New	+$455K	0.07%	129

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hudson Valley Investment Advisors's AEP Position: Q1 2023 in Review

Hudson Valley Investment Advisors sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 5,050 shares — an estimated $479K sold.

Hudson Valley Investment Advisors first reported a position in AEP in Q3 2021 and held it in 6 quarters. The position peaked at $585K in Q4 2021. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

Hudson Valley Investment Advisors reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
Hudson Valley Investment Advisors sold 5,050 American Electric Power shares in Q1 2023, an estimated $479K.
Hudson Valley Investment Advisors first reported a position in American Electric Power in Q3 2021 and held it in 6 quarters.
Hudson Valley Investment Advisors's American Electric Power position peaked at $585K in Q4 2021.
1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.