PFG Private Wealth Management’s American Electric Power AEP Stock Holding History

PFG Private 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
2023 Q1	–	Sell	-42	Closed	-$4K	–	288
2022 Q4	$4K	Hold	42	–	–	﹤0.01%	230
2022 Q3	$4K	Hold	42	–	–	﹤0.01%	221
2022 Q2	$4K	Sell	42 -2,766	-99%	-$274K	﹤0.01%	229
2022 Q1	$280K	Buy	2,808 +2,766	+6,586%	+$253K	0.14%	45
2021 Q4	$4K	Hold	42	–	–	﹤0.01%	228
2021 Q3	$3K	Buy	+42	New	+$3.67K	﹤0.01%	234

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFG Private Wealth Management's AEP Position: Q1 2023 in Review

PFG Private Wealth Management sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 42 shares — an estimated $4K sold.

PFG Private Wealth Management first reported a position in AEP in Q3 2021 and held it in 6 quarters. The position peaked at $280K in Q1 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

PFG Private Wealth Management reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 42 American Electric Power shares in Q1 2023, an estimated $4K.
PFG Private Wealth Management first reported a position in American Electric Power in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's American Electric Power position peaked at $280K in Q1 2022.
1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.