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Investmark Advisory Group’s American Electric Power AEP Stock Holding History

Investmark Advisory Group’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
2022
Q1 		– Sell
-1,706
Closed -$151K – 97
2021
Q4 		$151K Buy
+1,706
New +$144K 0.14% 102

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investmark Advisory Group's AEP Position: Q1 2022 in Review

Investmark Advisory Group sold out of American Electric Power (AEP) in Q1 2022, closing a stake of 1,706 shares — an estimated $151K sold.

Investmark Advisory Group first reported a position in AEP in Q4 2021 and held it in 1 quarter. The position peaked at $151K in Q4 2021. 1,380 funds tracked by Wall St. Rank hold AEP as of Q1 2022.

  • Investmark Advisory Group reported no remaining American Electric Power position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 1,706 American Electric Power shares in Q1 2022, an estimated $151K.
  • Investmark Advisory Group first reported a position in American Electric Power in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's American Electric Power position peaked at $151K in Q4 2021.
  • 1,380 funds tracked by Wall St. Rank held American Electric Power as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.