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Personal Wealth Partners’s American Electric Power AEP Stock Holding History

Personal Wealth 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
2021
Q3 		– Sell
-32
Closed -$3K – 85
2021
Q2 		$3K Buy
+32
New +$2.75K ﹤0.01% 347
2020
Q1 		– Sell
-51
Closed -$5K – 73
2019
Q4 		$5K Hold
51
– – ﹤0.01% 264
2019
Q3 		$5K Buy
51
+32
+168% +$2.91K ﹤0.01% 270
2019
Q2 		$2K Buy
+19
New +$1.64K ﹤0.01% 270

Other funds holding AEP

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Personal Wealth Partners's AEP Position: Q3 2021 in Review

Personal Wealth Partners sold out of American Electric Power (AEP) in Q3 2021, closing a stake of 32 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in AEP in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 1,194 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

  • Personal Wealth Partners reported no remaining American Electric Power position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 32 American Electric Power shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in American Electric Power in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's American Electric Power position peaked at $5K in Q4 2019.
  • 1,194 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.