Sargent Bickham Lagudis’s American Electric Power AEP Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$73.6K	Hold	775	–	–	0.01%	378
2022 Q3	$67K	Buy	775 +3	+0.4%	+$297	0.01%	365
2022 Q2	$74K	Buy	772 +15	+2%	+$1.49K	0.01%	355
2022 Q1	$76K	Hold	757	–	–	0.01%	374
2021 Q4	$67K	Sell	757 -243	-24%	-$20.5K	0.01%	402
2021 Q3	$81K	Hold	1,000	–	–	0.01%	362
2021 Q2	$85K	Hold	1,000	–	–	0.01%	363
2021 Q1	$85K	Sell	1,000 -1,015	-50%	-$81.8K	0.01%	356
2020 Q4	$168K	Buy	2,015 +1,015	+102%	+$88.1K	0.02%	261
2020 Q3	$82K	Hold	1,000	–	–	0.01%	319
2020 Q2	$80K	Hold	1,000	–	–	0.01%	301
2020 Q1	$80K	Hold	1,000	–	–	0.01%	279
2019 Q4	$95K	Hold	1,000	–	–	0.01%	287
2019 Q3	$94K	Sell	1,000 -152	-13%	-$13.8K	0.01%	266
2019 Q2	$101K	Hold	1,152	–	–	0.01%	280
2019 Q1	$96K	Hold	1,152	–	–	0.01%	296
2018 Q4	$86K	Buy	1,152 +152	+15%	+$11.4K	0.01%	291
2018 Q3	$71K	Hold	1,000	–	–	0.01%	313
2018 Q2	$69K	Sell	1,000 -175	-15%	-$11.8K	0.01%	313
2018 Q1	$81K	Buy	1,175 +25	+2%	+$1.68K	0.01%	292
2017 Q4	$85K	Buy	1,150 +350	+44%	+$26.2K	0.01%	296
2017 Q3	$56K	Hold	800	–	–	0.01%	353
2017 Q2	$56K	Hold	800	–	–	0.01%	345
2017 Q1	$54K	Hold	800	–	–	0.01%	349
2016 Q4	$50K	Buy	800 +264	+49%	+$16.3K	0.01%	338
2016 Q3	$34K	Buy	536 +386	+257%	+$26K	0.01%	404
2016 Q2	$11K	Sell	150 -65	-30%	-$4.25K	﹤0.01%	526
2016 Q1	$14K	Buy	+215	New	+$13.3K	﹤0.01%	517

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 $3.37T AUM 44.26% 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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Sargent Bickham Lagudis's AEP Position: Q4 2022 in Review

Sargent Bickham Lagudis held its American Electric Power (AEP) position steady in Q4 2022 at 775 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #378.

Sargent Bickham Lagudis first reported a position in AEP in Q1 2016 and has held it in 28 quarters since. The position peaked at $168K in Q4 2020. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

Sargent Bickham Lagudis held 775 shares of American Electric Power worth $73.6K as of Q4 2022.
Sargent Bickham Lagudis left its American Electric Power share count unchanged in Q4 2022.
American Electric Power made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #378 holding.
Sargent Bickham Lagudis first reported a position in American Electric Power in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's American Electric Power position peaked at $168K in Q4 2020.
1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.