Lucia Wealth Services’s American Electric Power AEP Stock Holding History

Lucia Wealth Services’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
2020 Q3	$42K	Hold	509	–	–	0.01%	164
2020 Q2	$41K	Hold	509	–	–	0.01%	161
2020 Q1	$41K	Hold	509	–	–	0.01%	172
2019 Q4	$48K	Buy	509 +61	+14%	+$5.63K	0.01%	155
2019 Q3	$42K	Hold	448	–	–	0.01%	139
2019 Q2	$39K	Sell	448 -105	-19%	-$9.05K	0.01%	148
2019 Q1	$46K	Buy	553 +417	+307%	+$33.2K	0.02%	162
2018 Q4	$10K	Sell	136 -789	-85%	-$59.2K	﹤0.01%	160
2018 Q3	$66K	Buy	925 +139	+18%	+$9.89K	0.02%	177
2018 Q2	$54K	Buy	786 +333	+74%	+$22.4K	0.02%	161
2018 Q1	$31K	Buy	+453	New	+$30.5K	0.01%	156

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lucia Wealth Services's AEP Position: Q3 2020 in Review

Lucia Wealth Services held its American Electric Power (AEP) position steady in Q3 2020 at 509 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #164.

Lucia Wealth Services first reported a position in AEP in Q1 2018 and has held it in 11 quarters since. The position peaked at $66K in Q3 2018. 1,117 funds tracked by Wall St. Rank hold AEP as of Q3 2020.

Lucia Wealth Services held 509 shares of American Electric Power worth $42K as of Q3 2020.
Lucia Wealth Services left its American Electric Power share count unchanged in Q3 2020.
American Electric Power made up 0.01% of Lucia Wealth Services's portfolio in Q3 2020, its #164 holding.
Lucia Wealth Services first reported a position in American Electric Power in Q1 2018 and has held it in 11 quarters since.
Lucia Wealth Services's American Electric Power position peaked at $66K in Q3 2018.
1,117 funds tracked by Wall St. Rank held American Electric Power as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.