Lumature Wealth Partners’s American Electric Power AEP Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$16.8K	Hold	200	–	–	0.01%	286
2023 Q1	$18.2K	Hold	200	–	–	0.01%	280
2022 Q4	$19K	Hold	200	–	–	0.01%	276
2022 Q3	$17K	Hold	200	–	–	0.01%	289
2022 Q2	$19K	Hold	200	–	–	0.01%	288
2022 Q1	$20K	Hold	200	–	–	0.01%	309
2021 Q4	$18K	Hold	200	–	–	0.01%	297
2021 Q3	$16K	Hold	200	–	–	0.01%	308
2021 Q2	$17K	Hold	200	–	–	0.01%	269
2021 Q1	$17K	Buy	+200	New	+$16.1K	0.01%	268

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lumature Wealth Partners's AEP Position: Q2 2023 in Review

Lumature Wealth Partners held its American Electric Power (AEP) position steady in Q2 2023 at 200 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #286.

Lumature Wealth Partners first reported a position in AEP in Q1 2021 and has held it in 10 quarters since. The position peaked at $20K in Q1 2022. 1,308 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

Lumature Wealth Partners held 200 shares of American Electric Power worth $16.8K as of Q2 2023.
Lumature Wealth Partners left its American Electric Power share count unchanged in Q2 2023.
American Electric Power made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #286 holding.
Lumature Wealth Partners first reported a position in American Electric Power in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's American Electric Power position peaked at $20K in Q1 2022.
1,308 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.