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Mariner Independent Advisor Network’s American Electric Power AEP Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$977K Sell
11,306
-496
-4% -$49K 0.04% 370
2022
Q2 		$1.13M Buy
+11,802
New +$1.17M 0.05% 343

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Independent Advisor Network's AEP Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its American Electric Power (AEP) stake by 4.2% in Q3 2022, selling an estimated $49K and leaving 11,306 shares worth $977K. The position accounts for 0.04% of the portfolio, ranked #370.

Mariner Independent Advisor Network first reported a position in AEP in Q2 2022 and has held it in 2 quarters since. The position peaked at $1.13M in Q2 2022. 1,337 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

  • Mariner Independent Advisor Network held 11,306 shares of American Electric Power worth $977K as of Q3 2022.
  • Mariner Independent Advisor Network sold 496 American Electric Power shares in Q3 2022, an estimated $49K.
  • American Electric Power made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #370 holding.
  • Mariner Independent Advisor Network first reported a position in American Electric Power in Q2 2022 and has held it in 2 quarters since.
  • Mariner Independent Advisor Network's American Electric Power position peaked at $1.13M in Q2 2022.
  • 1,337 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.