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

Redmont 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
2023
Q1 		– Sell
-3,000
Closed -$285K – 63
2022
Q4 		$285K Hold
3,000
– – 0.33% 79
2022
Q3 		$259K Hold
3,000
– – 0.34% 74
2022
Q2 		$288K Hold
3,000
– – 0.35% 69
2022
Q1 		$299K Hold
3,000
– – 0.32% 76
2021
Q4 		$267K Buy
+3,000
New +$253K 0.29% 77

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Redmont Wealth Advisors's AEP Position: Q1 2023 in Review

Redmont Wealth Advisors sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 3,000 shares — an estimated $285K sold.

Redmont Wealth Advisors first reported a position in AEP in Q4 2021 and held it in 5 quarters. The position peaked at $299K in Q1 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

  • Redmont Wealth Advisors reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
  • Redmont Wealth Advisors sold 3,000 American Electric Power shares in Q1 2023, an estimated $285K.
  • Redmont Wealth Advisors first reported a position in American Electric Power in Q4 2021 and held it in 5 quarters.
  • Redmont Wealth Advisors's American Electric Power position peaked at $299K in Q1 2022.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Redmont Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.