NJBEST
AEP icon

New Jersey Better Educational Savings Trust’s American Electric Power AEP Stock Holding History

New Jersey Better Educational Savings Trust’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
2020
Q4 		– Sell
-2,600
Closed -$212K – 94
2020
Q3 		$212K Hold
2,600
– – 0.35% 87
2020
Q2 		$207K Hold
2,600
– – 0.38% 80
2020
Q1 		$208K Hold
2,600
– – 0.49% 69
2019
Q4 		$246K Buy
+2,600
New +$240K 0.42% 79
2019
Q2 		– Sell
-3,000
Closed -$251K – 176
2019
Q1 		$251K Sell
3,000
-500
-14% -$39.8K 0.33% 117
2018
Q4 		$262K Sell
3,500
-1,500
-30% -$113K 0.34% 116
2018
Q3 		$354K Sell
5,000
-1,000
-17% -$71.2K 0.36% 108
2018
Q2 		$416K Sell
6,000
-1,000
-14% -$67.3K 0.45% 79
2018
Q1 		$480K Buy
+7,000
New +$471K 0.53% 62

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return