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Selective Wealth Management’s American Electric Power AEP Stock Holding History

Selective Wealth 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
2022
Q4 		– Sell
-1,798
Closed -$155K – 140
2022
Q3 		$155K Buy
1,798
+14
+0.8% +$1.38K 0.07% 155
2022
Q2 		$171K Sell
1,784
-55
-3% -$5.45K 0.06% 157
2022
Q1 		$183K Sell
1,839
-200
-10% -$18.3K 0.07% 146
2021
Q4 		$181K Buy
2,039
+150
+8% +$12.7K 0.07% 133
2021
Q3 		$153K Buy
1,889
+300
+19% +$26.2K 0.08% 129
2021
Q2 		$134K Buy
1,589
+200
+14% +$17.2K 0.11% 91
2021
Q1 		$118K Buy
1,389
+1,350
+3,462% +$109K 0.11% 69
2020
Q4 		$3K Hold
39
– – ﹤0.01% 313
2020
Q3 		$3K Hold
39
– – ﹤0.01% 263
2020
Q2 		$3K Hold
39
– – ﹤0.01% 334
2020
Q1 		$3K Hold
39
– – ﹤0.01% 235
2019
Q4 		$4K Hold
39
– – ﹤0.01% 233
2019
Q3 		$4K Buy
+39
New +$3.54K 0.01% 231
2018
Q3 		$3K Buy
+39
New +$2.77K 0.04% 128

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Selective Wealth Management's AEP Position: Q4 2022 in Review

Selective Wealth Management sold out of American Electric Power (AEP) in Q4 2022, closing a stake of 1,798 shares — an estimated $155K sold.

Selective Wealth Management first reported a position in AEP in Q3 2018 and held it in 14 quarters. The position peaked at $183K in Q1 2022. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

  • Selective Wealth Management reported no remaining American Electric Power position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,798 American Electric Power shares in Q4 2022, an estimated $155K.
  • Selective Wealth Management first reported a position in American Electric Power in Q3 2018 and held it in 14 quarters.
  • Selective Wealth Management's American Electric Power position peaked at $183K in Q1 2022.
  • 1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.