Parisi Gray Wealth Management’s American Electric Power AEP Stock Holding History

Parisi Gray Wealth 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	–	Sell	-228	Closed	-$19K	–	139
2021 Q2	$19K	Buy	+228	New	+$19.6K	0.01%	382
2019 Q2	–	Sell	-374	Closed	-$31K	–	113
2019 Q1	$31K	Sell	374 -200	-35%	-$15.9K	0.02%	267
2018 Q4	$43K	Buy	574 +59	+11%	+$4.43K	0.03%	221
2018 Q3	$36K	Hold	515	–	–	0.02%	270
2018 Q2	$37K	Sell	515 -12	-2%	-$808	0.02%	275
2018 Q1	$36K	Sell	527 -9	-2%	-$606	0.03%	261
2017 Q4	$39K	Buy	+536	New	+$40K	0.03%	251

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 $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Parisi Gray Wealth Management's AEP Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of American Electric Power (AEP) in Q3 2021, closing a stake of 228 shares — an estimated $19K sold.

Parisi Gray Wealth Management first reported a position in AEP in Q4 2017 and held it in 7 quarters. The position peaked at $43K in Q4 2018. 1,194 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

Parisi Gray Wealth Management reported no remaining American Electric Power position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 228 American Electric Power shares in Q3 2021, an estimated $19K.
Parisi Gray Wealth Management first reported a position in American Electric Power in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's American Electric Power position peaked at $43K in Q4 2018.
1,194 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.