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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
2018
Q4 		– Sell
-1,000
Closed -$1K – 955
2018
Q3 		$1K Hold
1,000
– – ﹤0.01% 994
2018
Q2 		$2K Buy
+1,000
New +$67.3K ﹤0.01% 989

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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.