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Rockbridge Investment Management’s American Electric Power AEP Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-217
Closed -$17.6K – 136
2023
Q4 		$17.6K Buy
+217
New +$16.8K ﹤0.01% 337
2022
Q3 		– Sell
-217
Closed -$20.8K – 112
2022
Q2 		$20.8K Sell
217
-172
-44% -$17K ﹤0.01% 302
2022
Q1 		$39.5K Hold
389
– – 0.01% 331
2021
Q4 		$35K Hold
389
– – 0.01% 405
2021
Q3 		$32K Hold
389
– – 0.01% 378
2021
Q2 		$33K Hold
389
– – 0.01% 369
2021
Q1 		$33K Hold
389
– – 0.01% 341
2020
Q4 		$32K Hold
389
– – 0.01% 342
2020
Q3 		$32K Hold
389
– – 0.01% 319
2020
Q2 		$31K Buy
+389
New +$31.8K 0.01% 282

Other funds holding AEP

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $60.7B 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 $528B AUM 27.57% 1-Year Est. Return