O'Dell Group’s American Electric Power AEP Stock Holding History

O'Dell Group’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
2024 Q1	–	Sell	-394	Closed	-$32K	–	100
2023 Q4	$32K	Buy	+394	New	+$30.6K	0.01%	250
2023 Q3	–	Sell	-611	Closed	-$51.4K	–	90
2023 Q2	$51.4K	Buy	+611	New	+$54K	0.01%	189
2022 Q4	–	Sell	-1,967	Closed	-$170K	–	83
2022 Q3	$170K	Hold	1,967	–	–	0.06%	67
2022 Q2	$189K	Hold	1,967	–	–	0.07%	63
2022 Q1	$196K	Sell	1,967 -15	-0.8%	-$1.37K	0.06%	72
2021 Q4	$176K	Hold	1,982	–	–	0.05%	77
2021 Q3	$161K	Sell	1,982 -500	-20%	-$43.6K	0.05%	81
2021 Q2	$210K	Sell	2,482 -1,200	-33%	-$103K	0.07%	76
2021 Q1	$312K	Hold	3,682	–	–	0.11%	52
2020 Q4	$307K	Buy	+3,682	New	+$320K	0.12%	44
2020 Q1	–	Sell	-3,682	Closed	-$348K	–	24
2019 Q4	$348K	Hold	3,682	–	–	0.17%	37
2019 Q3	$345K	Hold	3,682	–	–	0.19%	36
2019 Q2	$324K	Hold	3,682	–	–	0.2%	35
2019 Q1	$308K	Buy	+3,682	New	+$293K	0.19%	38

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return