RDA Financial Network’s American Electric Power AEP Stock Holding History

RDA Financial Network’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 Q4	–	Sell	-3,696	Closed	-$278K	–	227
2023 Q3	$278K	Buy	3,696 +464	+14%	+$37.8K	0.12%	176
2023 Q2	$272K	Sell	3,232 -250	-7%	-$22.1K	0.11%	180
2023 Q1	$317K	Buy	3,482 +1	+0%	+$91	0.14%	152
2022 Q4	$331K	Buy	3,481 +873	+33%	+$79.5K	0.17%	143
2022 Q3	$225K	Buy	2,608 +39	+2%	+$3.86K	0.12%	173
2022 Q2	$246K	Sell	2,569 -37	-1%	-$3.67K	0.12%	168
2022 Q1	$260K	Buy	+2,606	New	+$238K	0.11%	184
2021 Q4	–	Sell	-2,521	Closed	-$205K	–	220
2021 Q3	$205K	Buy	+2,521	New	+$220K	0.09%	202

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RDA Financial Network's AEP Position: Q4 2023 in Review

RDA Financial Network sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 3,696 shares — an estimated $278K sold.

RDA Financial Network first reported a position in AEP in Q3 2021 and held it in 8 quarters. The position peaked at $331K in Q4 2022. 1,349 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

RDA Financial Network reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
RDA Financial Network sold 3,696 American Electric Power shares in Q4 2023, an estimated $278K.
RDA Financial Network first reported a position in American Electric Power in Q3 2021 and held it in 8 quarters.
RDA Financial Network's American Electric Power position peaked at $331K in Q4 2022.
1,349 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on RDA Financial Network's 13F filing for Q4 2023, filed 12 Jan 2024.