Meristem Family Wealth’s American Electric Power AEP Stock Holding History

Meristem Family Wealth’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 Q1	–	Sell	-4,083	Closed	-$363K	–	339
2021 Q4	$363K	Sell	4,083 -20	-0.5%	-$1.69K	0.03%	275
2021 Q3	$333K	Buy	4,103 +586	+17%	+$51.2K	0.03%	293
2021 Q2	$298K	Buy	+3,517	New	+$303K	0.05%	253
2020 Q3	–	Sell	-2,923	Closed	-$233K	–	203
2020 Q2	$233K	Buy	2,923 +23	+0.8%	+$1.88K	0.06%	164
2020 Q1	$232K	Hold	2,900	–	–	0.07%	154
2019 Q4	$274K	Sell	2,900 -290	-9%	-$26.8K	0.07%	155
2019 Q3	$299K	Buy	+3,190	New	+$290K	0.08%	145

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 $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meristem Family Wealth's AEP Position: Q1 2022 in Review

Meristem Family Wealth sold out of American Electric Power (AEP) in Q1 2022, closing a stake of 4,083 shares — an estimated $363K sold.

Meristem Family Wealth first reported a position in AEP in Q3 2019 and held it in 7 quarters. The position peaked at $363K in Q4 2021. 1,381 funds tracked by Wall St. Rank hold AEP as of Q1 2022.

Meristem Family Wealth reported no remaining American Electric Power position as of Q1 2022 after selling out during the quarter.
Meristem Family Wealth sold 4,083 American Electric Power shares in Q1 2022, an estimated $363K.
Meristem Family Wealth first reported a position in American Electric Power in Q3 2019 and held it in 7 quarters.
Meristem Family Wealth's American Electric Power position peaked at $363K in Q4 2021.
1,381 funds tracked by Wall St. Rank held American Electric Power as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.