Optimum Investment Advisors’s American Electric Power AEP Stock Holding History

Optimum Investment Advisors’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
2022 Q2	–	Sell	-45	Closed	-$4K	–	822
2022 Q1	$4K	Buy	+45	New	+$4.11K	﹤0.01%	744
2021 Q4	–	Sell	-440	Closed	-$36K	–	824
2021 Q3	$36K	Sell	440 -186	-30%	-$16.2K	0.02%	511
2021 Q2	$53K	Hold	626	–	–	0.02%	490
2021 Q1	$53K	Hold	626	–	–	0.02%	487
2020 Q4	$52K	Sell	626 -600	-49%	-$52.1K	0.02%	469
2020 Q3	$100K	Hold	1,226	–	–	0.03%	334
2020 Q2	$98K	Sell	1,226 -400	-25%	-$32.6K	0.03%	330
2020 Q1	$130K	Hold	1,626	–	–	0.05%	271
2019 Q4	$154K	Hold	1,626	–	–	0.05%	315
2019 Q3	$152K	Hold	1,626	–	–	0.05%	308
2019 Q2	$143K	Hold	1,626	–	–	0.05%	318
2019 Q1	$136K	Hold	1,626	–	–	0.04%	331
2018 Q4	$122K	Hold	1,626	–	–	0.04%	333
2018 Q3	$115K	Hold	1,626	–	–	0.03%	379
2018 Q2	$113K	Sell	1,626 -435	-21%	-$29.3K	0.03%	386
2018 Q1	$141K	Buy	+2,061	New	+$139K	0.04%	340
2015 Q1	$10K	Hold	186	–	–	﹤0.01%	796
2014 Q4	$11K	Hold	186	–	–	﹤0.01%	823
2014 Q3	$10K	Hold	186	–	–	﹤0.01%	756
2014 Q2	$10K	Hold	186	–	–	﹤0.01%	768
2014 Q1	$9K	Sell	186 -800	-81%	-$38.9K	﹤0.01%	604
2013 Q4	$46K	Buy	986 +800	+430%	+$36.9K	0.02%	404
2013 Q3	$8K	Buy	+186	New	+$8.27K	﹤0.01%	597

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Optimum Investment Advisors's AEP Position: Q2 2022 in Review

Optimum Investment Advisors sold out of American Electric Power (AEP) in Q2 2022, closing a stake of 45 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in AEP in Q3 2013 and held it in 23 quarters. The position peaked at $154K in Q4 2019. 1,364 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

Optimum Investment Advisors reported no remaining American Electric Power position as of Q2 2022 after selling out during the quarter.
Optimum Investment Advisors sold 45 American Electric Power shares in Q2 2022, an estimated $4K.
Optimum Investment Advisors first reported a position in American Electric Power in Q3 2013 and held it in 23 quarters.
Optimum Investment Advisors's American Electric Power position peaked at $154K in Q4 2019.
1,364 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.