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IronBridge Private Wealth’s American Electric Power AEP Stock Holding History

IronBridge Private Wealth’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
Q2 		– Sell
-44,272
Closed -$4.42M – 31
2022
Q1 		$4.42M Buy
44,272
+44,221
+86,708% +$4.04M 2.72% 10
2021
Q4 		$5K Hold
51
– – ﹤0.01% 232
2021
Q3 		$4K Hold
51
– – ﹤0.01% 219
2021
Q2 		$4K Hold
51
– – ﹤0.01% 223
2021
Q1 		$4K Buy
+51
New +$4.11K ﹤0.01% 225

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IronBridge Private Wealth's AEP Position: Q2 2022 in Review

IronBridge Private Wealth sold out of American Electric Power (AEP) in Q2 2022, closing a stake of 44,272 shares — an estimated $4.42M sold.

IronBridge Private Wealth first reported a position in AEP in Q1 2021 and held it in 5 quarters. The position peaked at $4.42M in Q1 2022. 1,364 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

  • IronBridge Private Wealth reported no remaining American Electric Power position as of Q2 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 44,272 American Electric Power shares in Q2 2022, an estimated $4.42M.
  • IronBridge Private Wealth first reported a position in American Electric Power in Q1 2021 and held it in 5 quarters.
  • IronBridge Private Wealth's American Electric Power position peaked at $4.42M in Q1 2022.
  • 1,364 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on IronBridge Private Wealth's 13F filing for Q2 2022, filed 27 Jul 2022.