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Leelyn Smith’s American Electric Power AEP Stock Holding History

Leelyn Smith’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
Q1 		– Sell
-760
Closed -$72.2K – 117
2022
Q4 		$72.2K Buy
760
+660
+660% +$60.1K 0.02% 150
2022
Q3 		$9K Sell
100
-1,260
-93% -$125K ﹤0.01% 290
2022
Q2 		$130K Hold
1,360
– – 0.03% 142
2022
Q1 		$136K Hold
1,360
– – 0.04% 131
2021
Q4 		$121K Hold
1,360
– – 0.03% 146
2021
Q3 		$110K Hold
1,360
– – 0.03% 152
2021
Q2 		$115K Sell
1,360
-30
-2% -$2.58K 0.03% 152
2021
Q1 		$118K Buy
1,390
+290
+26% +$23.4K 0.04% 155
2020
Q4 		$92K Sell
1,100
-220
-17% -$19.1K 0.03% 168
2020
Q3 		$108K Hold
1,320
– – 0.04% 154
2020
Q2 		$105K Buy
1,320
+130
+11% +$10.6K 0.04% 150
2020
Q1 		$95K Sell
1,190
-30
-2% -$2.84K 0.05% 140
2019
Q4 		$115 Buy
+1,220
New +$113K 0.06% 144

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return