Sageworth Trust’s American Electric Power AEP Stock Holding History

Sageworth Trust’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	-37	Closed	-$4K	–	485
2022 Q4	$4K	Buy	+37	New	+$3.37K	﹤0.01%	265
2021 Q2	–	Sell	-178	Closed	-$15K	–	893
2021 Q1	$15K	Hold	178	–	–	﹤0.01%	239
2020 Q4	$15K	Hold	178	–	–	﹤0.01%	170
2020 Q3	$15K	Sell	178 -7	-4%	-$577	﹤0.01%	128
2020 Q2	$15K	Buy	185 +7	+4%	+$571	﹤0.01%	121
2020 Q1	$14K	Hold	178	–	–	﹤0.01%	119
2019 Q4	$17K	Hold	178	–	–	﹤0.01%	141
2019 Q3	$17K	Hold	178	–	–	﹤0.01%	135
2019 Q2	$16K	Sell	178 -115	-39%	-$9.91K	﹤0.01%	139
2019 Q1	$25K	Buy	293 +267	+1,027%	+$21.2K	﹤0.01%	126
2018 Q4	$2K	Buy	+26	New	+$1.95K	﹤0.01%	118
2018 Q2	–	Sell	-170	Closed	-$12K	–	142
2018 Q1	$12K	Buy	+170	New	+$11.4K	﹤0.01%	76

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

Sageworth Trust's AEP Position: Q1 2023 in Review

Sageworth Trust sold out of American Electric Power (AEP) in Q1 2023, closing a stake of 37 shares — an estimated $4K sold.

Sageworth Trust first reported a position in AEP in Q1 2018 and held it in 12 quarters. The position peaked at $25K in Q1 2019. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

Sageworth Trust reported no remaining American Electric Power position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 37 American Electric Power shares in Q1 2023, an estimated $4K.
Sageworth Trust first reported a position in American Electric Power in Q1 2018 and held it in 12 quarters.
Sageworth Trust's American Electric Power position peaked at $25K in Q1 2019.
1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.