Lenox Wealth Advisors’s American Electric Power AEP Stock Holding History

Lenox Wealth Advisors’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 Q1	$24K	Buy	237 +3	+1%	+$274	﹤0.01%	351
2021 Q4	$21K	Hold	234	–	–	﹤0.01%	382
2021 Q3	$19K	Hold	234	–	–	﹤0.01%	363
2021 Q2	$20K	Hold	234	–	–	﹤0.01%	357
2021 Q1	$20K	Buy	234 +3	+1%	+$242	﹤0.01%	310
2020 Q4	$19K	Hold	231	–	–	﹤0.01%	325
2020 Q3	$19K	Hold	231	–	–	﹤0.01%	292
2020 Q2	$18K	Hold	231	–	–	﹤0.01%	303
2020 Q1	$18K	Sell	231 -3	-1%	-$284	﹤0.01%	276
2019 Q4	$22K	Buy	234 +3	+1%	+$277	﹤0.01%	315
2019 Q3	$22K	Buy	+231	New	+$21K	﹤0.01%	285
2018 Q2	–	Sell	-100	Closed	-$7K	–	540
2018 Q1	$7K	Hold	100	–	–	﹤0.01%	390
2017 Q4	$7K	Buy	+100	New	+$7.47K	﹤0.01%	189
2017 Q2	–	Sell	-700	Closed	-$47K	–	100
2017 Q1	$47K	Hold	700	–	–	0.01%	49
2016 Q4	$44K	Hold	700	–	–	0.01%	56
2016 Q3	$45K	Hold	700	–	–	0.01%	91
2016 Q2	$49K	Buy	+700	New	+$45.8K	0.01%	87
2016 Q1	–	Sell	-30	Closed	-$2K	–	248
2015 Q4	$2K	Hold	30	–	–	﹤0.01%	305
2015 Q3	$2K	Hold	30	–	–	﹤0.01%	332
2015 Q2	$2K	Hold	30	–	–	﹤0.01%	259
2015 Q1	$2K	Hold	30	–	–	﹤0.01%	296
2014 Q4	$2K	Buy	+30	New	+$1.72K	﹤0.01%	300
2013 Q3	–	Sell	-53	Closed	-$2K	–	253
2013 Q2	$2K	Buy	+53	New	+$2.54K	﹤0.01%	220

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's AEP Position: Q1 2022 in Review

Lenox Wealth Advisors increased its American Electric Power (AEP) stake by 1.3% in Q1 2022, buying an estimated $274 and bringing the position to 237 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Lenox Wealth Advisors first reported a position in AEP in Q2 2013 and has held it in 23 quarters since. The position peaked at $49K in Q2 2016. 1,381 funds tracked by Wall St. Rank hold AEP as of Q1 2022.

Lenox Wealth Advisors held 237 shares of American Electric Power worth $24K as of Q1 2022.
Lenox Wealth Advisors bought 3 American Electric Power shares in Q1 2022, an estimated $274.
American Electric Power made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #351 holding.
Lenox Wealth Advisors first reported a position in American Electric Power in Q2 2013 and has held it in 23 quarters since.
Lenox Wealth Advisors's American Electric Power position peaked at $49K in Q2 2016.
1,381 funds tracked by Wall St. Rank held American Electric Power as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.