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IIM
InTrack Investment Management’s
American Electric Power
AEP
Stock Holding History
InTrack Investment Management’s Portfolio
AEP Stock Details
AEP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-10,436
Closed
-$785K
–
132
2023
Q3
$785K
Sell
10,436
-664
-6%
-$54K
0.69%
45
2023
Q2
$935K
Sell
11,100
-359
-3%
-$31.7K
0.76%
42
2023
Q1
$1.04M
Buy
11,459
+1,130
+11%
+$103K
0.96%
31
2022
Q4
$981K
Buy
10,329
+806
+8%
+$73.4K
0.98%
30
2022
Q3
$823K
Buy
9,523
+1,541
+19%
+$152K
0.91%
36
2022
Q2
$766K
Sell
7,982
-1,380
-15%
-$137K
0.78%
44
2022
Q1
$934K
Sell
9,362
-4,420
-32%
-$404K
0.76%
46
2021
Q4
$1.23M
Buy
13,782
+58
+0.4%
+$4.89K
0.85%
45
2021
Q3
$1.17M
Sell
13,724
-6,421
-32%
-$560K
0.85%
45
2021
Q2
$1.72M
Buy
20,145
+4,995
+33%
+$430K
1.35%
22
2021
Q1
$1.28M
Sell
15,150
-2,844
-16%
-$229K
1.18%
34
2020
Q4
$1.5M
Buy
+17,994
New
+$1.56M
1.49%
23
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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