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Liberty Wealth Management’s American Electric Power AEP Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-1,370
Closed -$114K – 183
2021
Q3 		$114K Buy
1,370
+677
+98% +$59.1K 0.04% 267
2021
Q2 		$47K Buy
693
+148
+27% +$12.7K 0.02% 329
2021
Q1 		$44K Hold
545
– – 0.02% 299
2020
Q4 		$44K Buy
545
+324
+147% +$28.1K 0.02% 296
2020
Q3 		$18K Sell
221
-708
-76% -$58.3K 0.01% 415
2020
Q2 		$74K Buy
929
+139
+18% +$11.3K 0.05% 174
2020
Q1 		$63K Hold
790
– – 0.06% 188
2019
Q4 		$74K Hold
790
– – 0.06% 193
2019
Q3 		$74K Sell
790
-53
-6% -$4.81K 0.07% 176
2019
Q2 		$74K Sell
843
-80
-9% -$6.89K 0.06% 198
2019
Q1 		$77K Sell
923
-79
-8% -$6.28K 0.06% 167
2018
Q4 		$74K Buy
+1,002
New +$75.2K 0.06% 154

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty Wealth Management's AEP Position: Q4 2021 in Review

Liberty Wealth Management sold out of American Electric Power (AEP) in Q4 2021, closing a stake of 1,370 shares — an estimated $114K sold.

Liberty Wealth Management first reported a position in AEP in Q4 2018 and held it in 12 quarters. The position peaked at $114K in Q3 2021. 1,302 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

  • Liberty Wealth Management reported no remaining American Electric Power position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,370 American Electric Power shares in Q4 2021, an estimated $114K.
  • Liberty Wealth Management first reported a position in American Electric Power in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's American Electric Power position peaked at $114K in Q3 2021.
  • 1,302 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.