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Insight Wealth Strategies’s American Electric Power AEP Stock Holding History

Insight Wealth Strategies’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
Q2 		– Sell
-3,485
Closed -$295K – 186
2021
Q1 		$295K Buy
3,485
+57
+2% +$4.59K 0.04% 177
2020
Q4 		$285K Sell
3,428
-744
-18% -$64.6K 0.05% 174
2020
Q3 		$341K Buy
4,172
+766
+22% +$63.1K 0.06% 131
2020
Q2 		$271K Buy
3,406
+112
+3% +$9.14K 0.06% 138
2020
Q1 		$263K Buy
+3,294
New +$311K 0.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Insight Wealth Strategies's AEP Position: Q2 2021 in Review

Insight Wealth Strategies sold out of American Electric Power (AEP) in Q2 2021, closing a stake of 3,485 shares — an estimated $295K sold.

Insight Wealth Strategies first reported a position in AEP in Q1 2020 and held it in 5 quarters. The position peaked at $341K in Q3 2020. 1,192 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • Insight Wealth Strategies reported no remaining American Electric Power position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,485 American Electric Power shares in Q2 2021, an estimated $295K.
  • Insight Wealth Strategies first reported a position in American Electric Power in Q1 2020 and held it in 5 quarters.
  • Insight Wealth Strategies's American Electric Power position peaked at $341K in Q3 2020.
  • 1,192 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.