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

Kore 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
2020
Q3 		– Sell
-1,590
Closed -$126K – 290
2020
Q2 		$126K Sell
1,590
-37
-2% -$3.02K 0.03% 302
2020
Q1 		$130K Hold
1,627
– – 0.03% 268
2019
Q4 		$154K Buy
+1,627
New +$150K 0.03% 289
2019
Q2 		– Sell
-1,749
Closed -$146K – 240
2019
Q1 		$146K Buy
1,749
+1,723
+6,627% +$137K 0.03% 243
2018
Q4 		$2K Buy
+26
New +$1.95K ﹤0.01% 789

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kore Private Wealth's AEP Position: Q3 2020 in Review

Kore Private Wealth sold out of American Electric Power (AEP) in Q3 2020, closing a stake of 1,590 shares — an estimated $126K sold.

Kore Private Wealth first reported a position in AEP in Q4 2018 and held it in 5 quarters. The position peaked at $154K in Q4 2019. 1,116 funds tracked by Wall St. Rank hold AEP as of Q3 2020.

  • Kore Private Wealth reported no remaining American Electric Power position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,590 American Electric Power shares in Q3 2020, an estimated $126K.
  • Kore Private Wealth first reported a position in American Electric Power in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's American Electric Power position peaked at $154K in Q4 2019.
  • 1,116 funds tracked by Wall St. Rank held American Electric Power as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.