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Resource Management’s American Electric Power AEP Stock Holding History

Resource Management’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
2021
Q4 		$1.08M Sell
12,177
-1,216
-9% -$103K 0.11% 62
2021
Q3 		$1.09M Sell
13,393
-184
-1% -$16.1K 0.12% 61
2021
Q2 		$1.15M Buy
13,577
+23
+0.2% +$1.98K 0.13% 59
2021
Q1 		$1.15M Buy
13,554
+24
+0.2% +$1.94K 0.14% 54
2020
Q4 		$1.13M Sell
13,530
-102
-0.7% -$8.85K 0.15% 54
2020
Q3 		$1.11M Sell
13,632
-316
-2% -$26K 0.18% 46
2020
Q2 		$1.11M Sell
13,948
-1,179
-8% -$96.2K 0.19% 42
2020
Q1 		$1.21M Buy
15,127
+19
+0.1% +$1.8K 0.26% 37
2019
Q4 		$1.43M Buy
15,108
+203
+1% +$18.8K 0.23% 39
2019
Q3 		$1.4M Buy
14,905
+10
+0.1% +$908 0.24% 34
2019
Q2 		$1.31M Sell
14,895
-89
-0.6% -$7.67K 0.23% 35
2019
Q1 		$1.25M Sell
14,984
-487
-3% -$38.7K 0.23% 39
2018
Q4 		$1.16M Sell
15,471
-1,309
-8% -$98.2K 0.24% 40
2018
Q3 		$1.19M Buy
16,780
+14
+0.1% +$996 0.22% 39
2018
Q2 		$1.16M Buy
16,766
+1,302
+8% +$87.7K 0.23% 38
2018
Q1 		$1.06M Sell
15,464
-1,832
-11% -$123K 0.23% 42
2017
Q4 		$1.13M Buy
+17,296
New +$1.29M 0.23% 40

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Resource Management's AEP Position: Q4 2021 in Review

Resource Management reduced its American Electric Power (AEP) stake by 9.1% in Q4 2021, selling an estimated $103K and leaving 12,177 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #62.

Resource Management first reported a position in AEP in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.43M in Q4 2019. 1,303 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

  • Resource Management held 12,177 shares of American Electric Power worth $1.08M as of Q4 2021.
  • Resource Management sold 1,216 American Electric Power shares in Q4 2021, an estimated $103K.
  • American Electric Power made up 0.11% of Resource Management's portfolio in Q4 2021, its #62 holding.
  • Resource Management first reported a position in American Electric Power in Q4 2017 and has held it in 17 quarters since.
  • Resource Management's American Electric Power position peaked at $1.43M in Q4 2019.
  • 1,303 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.