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Peachtree Investment Partners’s American Electric Power AEP Stock Holding History

Peachtree Investment Partners’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
Q4 		– Sell
-2,356
Closed -$204K – 97
2022
Q3 		$204K Buy
+2,356
New +$233K 0.14% 67
2019
Q4 		– Sell
-6,643
Closed -$622K – 83
2019
Q3 		$622K Sell
6,643
-2,171
-25% -$197K 0.5% 37
2019
Q2 		$776K Buy
8,814
+3,314
+60% +$286K 0.61% 32
2019
Q1 		$461K Buy
+5,500
New +$437K 0.39% 43

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Peachtree Investment Partners's AEP Position: Q4 2022 in Review

Peachtree Investment Partners sold out of American Electric Power (AEP) in Q4 2022, closing a stake of 2,356 shares — an estimated $204K sold.

Peachtree Investment Partners first reported a position in AEP in Q1 2019 and held it in 4 quarters. The position peaked at $776K in Q2 2019. 1,387 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

  • Peachtree Investment Partners reported no remaining American Electric Power position as of Q4 2022 after selling out during the quarter.
  • Peachtree Investment Partners sold 2,356 American Electric Power shares in Q4 2022, an estimated $204K.
  • Peachtree Investment Partners first reported a position in American Electric Power in Q1 2019 and held it in 4 quarters.
  • Peachtree Investment Partners's American Electric Power position peaked at $776K in Q2 2019.
  • 1,387 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Peachtree Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.