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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 $5.7T 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return