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LWM Advisory Services’s American Electric Power AEP Stock Holding History

LWM Advisory 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
2023
Q4 		– Sell
-1,092
Closed -$79.1K – 82
2023
Q3 		$79.1K Buy
+1,092
New +$88.9K 0.08% 85

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

LWM Advisory Services's AEP Position: Q4 2023 in Review

LWM Advisory Services sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 1,092 shares — an estimated $79.1K sold.

LWM Advisory Services first reported a position in AEP in Q3 2023 and held it in 1 quarter. The position peaked at $79.1K in Q3 2023. 1,350 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

  • LWM Advisory Services reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 1,092 American Electric Power shares in Q4 2023, an estimated $79.1K.
  • LWM Advisory Services first reported a position in American Electric Power in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's American Electric Power position peaked at $79.1K in Q3 2023.
  • 1,350 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.