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KB Financial Partners’s American Electric Power AEP Stock Holding History

KB Financial Partners’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
2023
Q3 		$1K Hold
19
– – ﹤0.01% 558
2023
Q2 		$2K Hold
19
– – ﹤0.01% 503
2023
Q1 		$2K Hold
19
– – ﹤0.01% 488
2022
Q4 		$2K Hold
19
– – ﹤0.01% 490
2022
Q3 		$2K Hold
19
– – ﹤0.01% 483
2022
Q2 		$2K Hold
19
– – ﹤0.01% 482
2022
Q1 		$2K Sell
19
-5
-21% -$457 ﹤0.01% 528
2021
Q4 		$2K Buy
+24
New +$2.02K ﹤0.01% 564
2021
Q3 		– Sell
-19
Closed -$2K – 172
2021
Q2 		$2K Hold
19
– – ﹤0.01% 538
2021
Q1 		$2K Buy
+19
New +$1.53K ﹤0.01% 549

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

KB Financial Partners's AEP Position: Q3 2023 in Review

KB Financial Partners held its American Electric Power (AEP) position steady in Q3 2023 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

KB Financial Partners first reported a position in AEP in Q1 2021 and has held it in 10 quarters since. The position peaked at $2K in Q2 2023. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • KB Financial Partners held 19 shares of American Electric Power worth $1K as of Q3 2023.
  • KB Financial Partners left its American Electric Power share count unchanged in Q3 2023.
  • American Electric Power made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #558 holding.
  • KB Financial Partners first reported a position in American Electric Power in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's American Electric Power position peaked at $2K in Q2 2023.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.