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Providence Wealth Advisors’s American Electric Power AEP Stock Holding History

Providence Wealth Advisors’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
Q2 		– Sell
-2,600
Closed -$203K – 88
2020
Q1 		$203K Hold
2,600
– – 0.25% 83
2019
Q4 		$244K Sell
2,600
-40
-2% -$3.69K 0.22% 80
2019
Q3 		$247K Buy
+2,640
New +$240K 0.22% 82
2018
Q4 		– Sell
-2,840
Closed -$201K – 81
2018
Q3 		$201K Buy
+2,840
New +$202K 0.18% 85

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Providence Wealth Advisors's AEP Position: Q2 2020 in Review

Providence Wealth Advisors sold out of American Electric Power (AEP) in Q2 2020, closing a stake of 2,600 shares — an estimated $203K sold.

Providence Wealth Advisors first reported a position in AEP in Q3 2018 and held it in 4 quarters. The position peaked at $247K in Q3 2019. 1,129 funds tracked by Wall St. Rank hold AEP as of Q2 2020.

  • Providence Wealth Advisors reported no remaining American Electric Power position as of Q2 2020 after selling out during the quarter.
  • Providence Wealth Advisors sold 2,600 American Electric Power shares in Q2 2020, an estimated $203K.
  • Providence Wealth Advisors first reported a position in American Electric Power in Q3 2018 and held it in 4 quarters.
  • Providence Wealth Advisors's American Electric Power position peaked at $247K in Q3 2019.
  • 1,129 funds tracked by Wall St. Rank held American Electric Power as of Q2 2020.

Based on Providence Wealth Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.