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RMR Wealth Builders’s American Electric Power AEP Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-1,592
Closed -$135K – 184
2021
Q1 		$135K Buy
+1,592
New +$128K 0.04% 235

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RMR Wealth Builders's AEP Position: Q2 2021 in Review

RMR Wealth Builders sold out of American Electric Power (AEP) in Q2 2021, closing a stake of 1,592 shares — an estimated $135K sold.

RMR Wealth Builders first reported a position in AEP in Q1 2021 and held it in 1 quarter. The position peaked at $135K in Q1 2021. 1,194 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • RMR Wealth Builders reported no remaining American Electric Power position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,592 American Electric Power shares in Q2 2021, an estimated $135K.
  • RMR Wealth Builders first reported a position in American Electric Power in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's American Electric Power position peaked at $135K in Q1 2021.
  • 1,194 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.