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Ironwood Financial’s American Electric Power AEP Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-959
Closed -$78K – 134
2021
Q3 		$78K Buy
959
+151
+19% +$13.2K 0.02% 156
2021
Q2 		$68K Hold
808
– – 0.02% 168
2021
Q1 		$68K Hold
808
– – 0.02% 153
2020
Q4 		$67K Buy
+808
New +$70.1K 0.03% 150
2020
Q1 		– Sell
-136
Closed -$13K – 345
2019
Q4 		$13K Buy
136
+1
+0.7% +$92 0.01% 240
2019
Q3 		$13K Hold
135
– – 0.01% 239
2019
Q2 		$12K Sell
135
-1
-0.7% -$86 0.01% 247
2019
Q1 		$11K Hold
136
– – 0.01% 244
2018
Q4 		$10K Buy
136
+1
+0.7% +$75 0.01% 235
2018
Q3 		$10K Buy
+135
New +$9.61K 0.01% 252

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ironwood Financial's AEP Position: Q4 2021 in Review

Ironwood Financial sold out of American Electric Power (AEP) in Q4 2021, closing a stake of 959 shares — an estimated $78K sold.

Ironwood Financial first reported a position in AEP in Q3 2018 and held it in 10 quarters. The position peaked at $78K in Q3 2021. 1,302 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

  • Ironwood Financial reported no remaining American Electric Power position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 959 American Electric Power shares in Q4 2021, an estimated $78K.
  • Ironwood Financial first reported a position in American Electric Power in Q3 2018 and held it in 10 quarters.
  • Ironwood Financial's American Electric Power position peaked at $78K in Q3 2021.
  • 1,302 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.