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Private Wealth Strategies’s American Electric Power AEP Stock Holding History

Private Wealth Strategies’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 		– Sell
-3,267
Closed -$267K – 77
2020
Q3 		$267K Buy
3,267
+16
+0.5% +$1.32K 0.09% 65
2020
Q2 		$259K Buy
3,251
+15
+0.5% +$1.22K 0.11% 55
2020
Q1 		$259K Buy
3,236
+14
+0.4% +$1.32K 0.13% 58
2019
Q4 		$305K Buy
+3,222
New +$298K 0.12% 62

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Wealth Strategies's AEP Position: Q4 2020 in Review

Private Wealth Strategies sold out of American Electric Power (AEP) in Q4 2020, closing a stake of 3,267 shares — an estimated $267K sold.

Private Wealth Strategies first reported a position in AEP in Q4 2019 and held it in 4 quarters. The position peaked at $305K in Q4 2019. 1,208 funds tracked by Wall St. Rank hold AEP as of Q4 2020.

  • Private Wealth Strategies reported no remaining American Electric Power position as of Q4 2020 after selling out during the quarter.
  • Private Wealth Strategies sold 3,267 American Electric Power shares in Q4 2020, an estimated $267K.
  • Private Wealth Strategies first reported a position in American Electric Power in Q4 2019 and held it in 4 quarters.
  • Private Wealth Strategies's American Electric Power position peaked at $305K in Q4 2019.
  • 1,208 funds tracked by Wall St. Rank held American Electric Power as of Q4 2020.

Based on Private Wealth Strategies's 13F filing for Q4 2020, filed 15 Jan 2021.