Optimal Asset Management’s American Electric Power AEP Stock Holding History

Optimal Asset Management’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
2021 Q3	$2.14M	Buy	26,349 +43	+0.2%	+$3.75K	0.27%	139
2021 Q2	$2.23M	Hold	26,306	–	–	0.26%	140
2021 Q1	$2.23M	Buy	26,306 +13,100	+99%	+$1.06M	0.29%	132
2020 Q4	$1.1M	Buy	13,206 +29	+0.2%	+$2.52K	0.16%	219
2020 Q3	$1.08M	Buy	13,177 +7,752	+143%	+$639K	0.16%	208
2020 Q2	$432K	Buy	+5,425	New	+$443K	0.07%	343

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Optimal Asset Management's AEP Position: Q3 2021 in Review

Optimal Asset Management increased its American Electric Power (AEP) stake by 0.16% in Q3 2021, buying an estimated $3.75K and bringing the position to 26,349 shares worth $2.14M. The position accounts for 0.27% of the portfolio, ranked #139.

Optimal Asset Management first reported a position in AEP in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.23M in Q1 2021. 1,192 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

Optimal Asset Management held 26,349 shares of American Electric Power worth $2.14M as of Q3 2021.
Optimal Asset Management bought 43 American Electric Power shares in Q3 2021, an estimated $3.75K.
American Electric Power made up 0.27% of Optimal Asset Management's portfolio in Q3 2021, its #139 holding.
Optimal Asset Management first reported a position in American Electric Power in Q2 2020 and has held it in 6 quarters since.
Optimal Asset Management's American Electric Power position peaked at $2.23M in Q1 2021.
1,192 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.