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Moisand Fitzgerald Tamayo’s American Electric Power AEP Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-33
Closed -$2.78K – 767
2023
Q2 		$2.78K Hold
33
– – ﹤0.01% 485
2023
Q1 		$3K Hold
33
– – ﹤0.01% 486
2022
Q4 		$3.13K Buy
+33
New +$3K ﹤0.01% 472
2021
Q1 		– Sell
-1,013
Closed -$84K – 349
2020
Q4 		$84K Hold
1,013
– – 0.04% 106
2020
Q3 		$83K Hold
1,013
– – 0.04% 101
2020
Q2 		$81K Hold
1,013
– – 0.04% 101
2020
Q1 		$81K Buy
+1,013
New +$95.8K 0.05% 94

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AEP Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 33 shares — an estimated $2.78K sold.

Moisand Fitzgerald Tamayo first reported a position in AEP in Q1 2020 and held it in 7 quarters. The position peaked at $84K in Q4 2020. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Moisand Fitzgerald Tamayo reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 33 American Electric Power shares in Q3 2023, an estimated $2.78K.
  • Moisand Fitzgerald Tamayo first reported a position in American Electric Power in Q1 2020 and held it in 7 quarters.
  • Moisand Fitzgerald Tamayo's American Electric Power position peaked at $84K in Q4 2020.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.