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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Relaxing Retirement Coach's AEP Position: Q1 2023 in Review

Relaxing Retirement Coach sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 4,194 shares — an estimated $398K sold.

Relaxing Retirement Coach first reported a position in AEP in Q4 2017 and held it in 14 quarters. The position peaked at $418K in Q1 2022. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

Relaxing Retirement Coach reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
Relaxing Retirement Coach sold 4,194 American Electric Power shares in Q1 2023, an estimated $398K.
Relaxing Retirement Coach first reported a position in American Electric Power in Q4 2017 and held it in 14 quarters.
Relaxing Retirement Coach's American Electric Power position peaked at $418K in Q1 2022.
1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Relaxing Retirement Coach's 13F filing for Q1 2023, filed 27 Apr 2023.