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Landmark Wealth Management (New York)’s American Electric Power AEP Stock Holding History

Landmark Wealth Management (New York)’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
-450
Closed -$450 – 44
2022
Q1 		$450 Buy
+450
New +$41.1K ﹤0.01% 129

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Landmark Wealth Management (New York)'s AEP Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of American Electric Power (AEP) in Q2 2022, closing a stake of 450 shares — an estimated $450 sold.

Landmark Wealth Management (New York) first reported a position in AEP in Q1 2022 and held it in 1 quarter. The position peaked at $450 in Q1 2022. 1,363 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

  • Landmark Wealth Management (New York) reported no remaining American Electric Power position as of Q2 2022 after selling out during the quarter.
  • Landmark Wealth Management (New York) sold 450 American Electric Power shares in Q2 2022, an estimated $450.
  • Landmark Wealth Management (New York) first reported a position in American Electric Power in Q1 2022 and held it in 1 quarter.
  • Landmark Wealth Management (New York)'s American Electric Power position peaked at $450 in Q1 2022.
  • 1,363 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.