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Lountzis Asset Management’s American Electric Power AEP Stock Holding History

Lountzis Asset 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
-1,000
Closed -$81.2K – 35
2021
Q3 		$81.2K Hold
1,000
– – 0.05% 48
2021
Q2 		$84K Hold
1,000
– – 0.05% 48
2021
Q1 		$84.7K Hold
1,000
– – 0.06% 47
2020
Q4 		$83K Buy
+1,000
New +$86.8K 0.06% 48

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lountzis Asset Management's AEP Position: Q4 2021 in Review

Lountzis Asset Management sold out of American Electric Power (AEP) in Q4 2021, closing a stake of 1,000 shares — an estimated $81.2K sold.

Lountzis Asset Management first reported a position in AEP in Q4 2020 and held it in 4 quarters. The position peaked at $84.7K in Q1 2021. 1,302 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

  • Lountzis Asset Management reported no remaining American Electric Power position as of Q4 2021 after selling out during the quarter.
  • Lountzis Asset Management sold 1,000 American Electric Power shares in Q4 2021, an estimated $81.2K.
  • Lountzis Asset Management first reported a position in American Electric Power in Q4 2020 and held it in 4 quarters.
  • Lountzis Asset Management's American Electric Power position peaked at $84.7K in Q1 2021.
  • 1,302 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.