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

ICA 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
2024 Q2	$29.7K	Sell	339 -4,069	-92%	-$356K	0.02%	303
2024 Q1	$380K	Sell	4,408 -66	-1%	-$5.37K	0.08%	199
2023 Q4	$363K	Buy	4,474 +1,542	+53%	+$120K	0.08%	185
2023 Q3	$220K	Buy	2,932 +27	+0.9%	+$2.2K	0.06%	210
2023 Q2	$245K	Sell	2,905 -1,237	-30%	-$109K	0.06%	198
2023 Q1	$377K	Sell	4,142 -21	-0.5%	-$1.92K	0.09%	180
2022 Q4	$395K	Sell	4,163 -1,162	-22%	-$106K	0.09%	181
2022 Q3	$460K	Buy	5,325 +39	+0.7%	+$3.86K	0.1%	203
2022 Q2	$555K	Hold	5,286	–	–	0.1%	186
2022 Q1	$539K	Buy	+5,286	New	+$483K	0.1%	184

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

ICA Group Wealth Management's AEP Position: Q2 2024 in Review

ICA Group Wealth Management reduced its American Electric Power (AEP) stake by 92% in Q2 2024, selling an estimated $356K and leaving 339 shares worth $29.7K. The position accounts for 0.02% of the portfolio, ranked #303.

ICA Group Wealth Management first reported a position in AEP in Q1 2022 and has held it in 10 quarters since. The position peaked at $555K in Q2 2022. 1,422 funds tracked by Wall St. Rank hold AEP as of Q2 2024.

ICA Group Wealth Management held 339 shares of American Electric Power worth $29.7K as of Q2 2024.
ICA Group Wealth Management sold 4,069 American Electric Power shares in Q2 2024, an estimated $356K.
American Electric Power made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #303 holding.
ICA Group Wealth Management first reported a position in American Electric Power in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's American Electric Power position peaked at $555K in Q2 2022.
1,422 funds tracked by Wall St. Rank held American Electric Power as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.