SWP
AEP icon

ShoreHaven Wealth Partners’s American Electric Power AEP Stock Holding History

ShoreHaven Wealth Partners’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
-404
Closed -$34K – 60
2021
Q1 		$34K Hold
404
– – 0.02% 140
2020
Q4 		$34K Buy
+404
New +$35.1K 0.02% 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 $3.38T AUM 44.17% 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

ShoreHaven Wealth Partners's AEP Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of American Electric Power (AEP) in Q2 2021, closing a stake of 404 shares — an estimated $34K sold.

ShoreHaven Wealth Partners first reported a position in AEP in Q4 2020 and held it in 2 quarters. The position peaked at $34K in Q1 2021. 1,194 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining American Electric Power position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 404 American Electric Power shares in Q2 2021, an estimated $34K.
  • ShoreHaven Wealth Partners first reported a position in American Electric Power in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's American Electric Power position peaked at $34K in Q1 2021.
  • 1,194 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

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