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Resurgent Financial Advisors’s American Electric Power AEP Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-248
Closed -$20.1K – 201
2023
Q4 		$20.1K Sell
248
-436
-64% -$33.8K 0.01% 497
2023
Q3 		$51.5K Sell
684
-148
-18% -$12K 0.04% 324
2023
Q2 		$70.1K Sell
832
-73
-8% -$6.45K 0.05% 285
2023
Q1 		$82.3K Sell
905
-1,514
-63% -$138K 0.05% 254
2022
Q4 		$230K Buy
+2,419
New +$220K 0.12% 177

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Resurgent Financial Advisors's AEP Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 248 shares — an estimated $20.1K sold.

Resurgent Financial Advisors first reported a position in AEP in Q4 2022 and held it in 5 quarters. The position peaked at $230K in Q4 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 248 American Electric Power shares in Q1 2024, an estimated $20.1K.
  • Resurgent Financial Advisors first reported a position in American Electric Power in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's American Electric Power position peaked at $230K in Q4 2022.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.