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Independent Solutions Wealth Management’s American Electric Power AEP Stock Holding History

Independent Solutions 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
2023
Q2 		– Sell
-6,505
Closed -$592K – 220
2023
Q1 		$592K Sell
6,505
-84
-1% -$7.68K 0.17% 108
2022
Q4 		$626K Sell
6,589
-342
-5% -$31.1K 0.19% 104
2022
Q3 		$599K Buy
6,931
+2,400
+53% +$237K 0.2% 102
2022
Q2 		$435K Buy
+4,531
New +$449K 0.14% 126

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Independent Solutions Wealth Management's AEP Position: Q2 2023 in Review

Independent Solutions Wealth Management sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 6,505 shares — an estimated $592K sold.

Independent Solutions Wealth Management first reported a position in AEP in Q2 2022 and held it in 4 quarters. The position peaked at $626K in Q4 2022. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • Independent Solutions Wealth Management reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 6,505 American Electric Power shares in Q2 2023, an estimated $592K.
  • Independent Solutions Wealth Management first reported a position in American Electric Power in Q2 2022 and held it in 4 quarters.
  • Independent Solutions Wealth Management's American Electric Power position peaked at $626K in Q4 2022.
  • 1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2023, filed 19 Dec 2024.