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RRC
Relaxing Retirement Coach’s
American Electric Power
AEP
Stock Holding History
Relaxing Retirement Coach’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
-4,194
Closed
-$398K
–
68
2022
Q4
$398K
Hold
4,194
–
–
0.15%
48
2022
Q3
$362K
Hold
4,194
–
–
0.17%
41
2022
Q2
$402K
Hold
4,194
–
–
0.2%
41
2022
Q1
$418K
Hold
4,194
–
–
0.21%
38
2021
Q4
$373K
Buy
+4,194
New
+$354K
0.21%
38
2020
Q4
–
Sell
-3,844
Closed
-$314K
–
46
2020
Q3
$314K
Buy
+3,844
New
+$317K
0.14%
48
2020
Q1
–
Sell
-3,844
Closed
-$363K
–
50
2019
Q4
$363K
Hold
3,844
–
–
0.11%
46
2019
Q3
$360K
Hold
3,844
–
–
0.11%
46
2019
Q2
$338K
Hold
3,844
–
–
0.1%
46
2019
Q1
$322K
Hold
3,844
–
–
0.1%
46
2018
Q4
$287K
Hold
3,844
–
–
0.1%
47
2018
Q3
$272K
Buy
+3,844
New
+$274K
0.08%
50
2018
Q2
–
Sell
-3,934
Closed
-$270K
–
50
2018
Q1
$270K
Hold
3,934
–
–
0.09%
52
2017
Q4
$290K
Buy
+3,934
New
+$294K
0.09%
51
Other funds holding AEP
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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