Private Wealth Advisors (Pennsylvania)’s American Electric Power AEP Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$430K	Buy	5,169 +895	+21%	+$77.7K	0.25%	72
2020 Q3	$349K	Sell	4,274 -12	-0.3%	-$988	0.22%	75
2020 Q2	$341K	Buy	4,286 +325	+8%	+$26.5K	0.23%	73
2020 Q1	$322K	Buy	3,961 +737	+23%	+$69.7K	0.24%	73
2019 Q4	$329K	Sell	3,224 -25	-0.8%	-$2.31K	0.18%	105
2019 Q3	$304K	Buy	3,249 +225	+7%	+$20.4K	0.16%	115
2019 Q2	$266K	Hold	3,024	–	–	0.09%	125
2019 Q1	$253K	Hold	3,024	–	–	0.09%	122
2018 Q4	$226K	Hold	3,024	–	–	0.1%	120
2018 Q3	$214K	Buy	+3,024	New	+$215K	0.08%	130

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s AEP Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its American Electric Power (AEP) stake by 21% in Q4 2020, buying an estimated $77.7K and bringing the position to 5,169 shares worth $430K. The position accounts for 0.25% of the portfolio, ranked #72.

Private Wealth Advisors (Pennsylvania) first reported a position in AEP in Q3 2018 and has held it in 10 quarters since. 1,208 funds tracked by Wall St. Rank hold AEP as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 5,169 shares of American Electric Power worth $430K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) bought 895 American Electric Power shares in Q4 2020, an estimated $77.7K.
American Electric Power made up 0.25% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #72 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in American Electric Power in Q3 2018 and has held it in 10 quarters since.
1,208 funds tracked by Wall St. Rank held American Electric Power as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.