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Polaris Wealth Advisory Group’s American Electric Power AEP Stock Holding History

Polaris Wealth Advisory Group’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
Q3 		$277K Buy
+3,682
New +$300K 0.02% 151
2023
Q2 		– Sell
-3,682
Closed -$335K – 140
2023
Q1 		$335K Hold
3,682
– – 0.02% 148
2022
Q4 		$359K Hold
3,682
– – 0.03% 148
2022
Q3 		$311K Buy
+3,682
New +$364K 0.03% 137

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Polaris Wealth Advisory Group's AEP Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in American Electric Power (AEP) in Q3 2023: 3,682 shares worth $277K. The stake represents 0.02% of the portfolio and ranks #151 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in AEP as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in AEP in Q3 2022 and has held it in 4 quarters since. The position peaked at $359K in Q4 2022. 1,275 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Polaris Wealth Advisory Group held 3,682 shares of American Electric Power worth $277K as of Q3 2023.
  • American Electric Power was a new Polaris Wealth Advisory Group position in Q3 2023.
  • American Electric Power made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #151 holding.
  • Polaris Wealth Advisory Group first reported a position in American Electric Power in Q3 2022 and has held it in 4 quarters since.
  • Polaris Wealth Advisory Group's American Electric Power position peaked at $359K in Q4 2022.
  • 1,275 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.