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Meridian Financial Partners’s American Electric Power AEP Stock Holding History

Meridian Financial 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
2021
Q2 		– Sell
-7,965
Closed -$718K – 77
2021
Q1 		$718K Buy
+7,965
New +$642K 0.54% 39

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T. Rowe Price Associates
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meridian Financial Partners's AEP Position: Q2 2021 in Review

Meridian Financial Partners sold out of American Electric Power (AEP) in Q2 2021, closing a stake of 7,965 shares — an estimated $718K sold.

Meridian Financial Partners first reported a position in AEP in Q1 2021 and held it in 1 quarter. The position peaked at $718K in Q1 2021. 1,194 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • Meridian Financial Partners reported no remaining American Electric Power position as of Q2 2021 after selling out during the quarter.
  • Meridian Financial Partners sold 7,965 American Electric Power shares in Q2 2021, an estimated $718K.
  • Meridian Financial Partners first reported a position in American Electric Power in Q1 2021 and held it in 1 quarter.
  • Meridian Financial Partners's American Electric Power position peaked at $718K in Q1 2021.
  • 1,194 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on Meridian Financial Partners's 13F filing for Q2 2021, filed 21 Jul 2021.