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Paces Ferry Wealth Advisors’s American Electric Power AEP Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-469
Closed -$38K – 129
2020
Q3 		$38K Buy
+469
New +$38.6K 0.03% 250

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Paces Ferry Wealth Advisors's AEP Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of American Electric Power (AEP) in Q4 2020, closing a stake of 469 shares — an estimated $38K sold.

Paces Ferry Wealth Advisors first reported a position in AEP in Q3 2020 and held it in 1 quarter. The position peaked at $38K in Q3 2020. 1,209 funds tracked by Wall St. Rank hold AEP as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining American Electric Power position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 469 American Electric Power shares in Q4 2020, an estimated $38K.
  • Paces Ferry Wealth Advisors first reported a position in American Electric Power in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's American Electric Power position peaked at $38K in Q3 2020.
  • 1,209 funds tracked by Wall St. Rank held American Electric Power as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.