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Level Financial Advisors’s American Electric Power AEP Stock Holding History

Level Financial 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
2024
Q1 		– Sell
-6
Closed -$523 – 78
2023
Q4 		$523 Sell
6
-350
-98% -$27.2K ﹤0.01% 259
2023
Q3 		$26.8K Sell
356
-29
-8% -$2.36K 0.02% 136
2023
Q2 		$32.4K Buy
385
+35
+10% +$3.09K 0.02% 127
2023
Q1 		$31.8K Sell
350
-372
-52% -$34K 0.02% 115
2022
Q4 		$69K Buy
722
+22
+3% +$2K 0.05% 81
2022
Q3 		$61K Buy
+700
New +$69.2K 0.05% 87

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Level Financial Advisors's AEP Position: Q1 2024 in Review

Level Financial Advisors sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 6 shares — an estimated $523 sold.

Level Financial Advisors first reported a position in AEP in Q3 2022 and held it in 6 quarters. The position peaked at $69K in Q4 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • Level Financial Advisors reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 6 American Electric Power shares in Q1 2024, an estimated $523.
  • Level Financial Advisors first reported a position in American Electric Power in Q3 2022 and held it in 6 quarters.
  • Level Financial Advisors's American Electric Power position peaked at $69K in Q4 2022.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.