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 $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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

O'Dell Group's AEP Position: Q1 2024 in Review

O'Dell Group sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 394 shares — an estimated $32K sold.

O'Dell Group first reported a position in AEP in Q1 2019 and held it in 14 quarters. The position peaked at $348K in Q4 2019. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

O'Dell Group reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 394 American Electric Power shares in Q1 2024, an estimated $32K.
O'Dell Group first reported a position in American Electric Power in Q1 2019 and held it in 14 quarters.
O'Dell Group's American Electric Power position peaked at $348K in Q4 2019.
1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.