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Simplicity Solutions’s American Electric Power AEP Stock Holding History

Simplicity Solutions’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
Q4 		$1.39M Sell
17,127
-1,285
-7% -$99.7K 0.04% 372
2023
Q3 		$1.38M Sell
18,412
-3,283
-15% -$267K 0.04% 353
2023
Q2 		$1.83M Buy
21,695
+2,446
+13% +$216K 0.05% 334
2023
Q1 		$1.75M Buy
19,249
+8,230
+75% +$753K 0.05% 340
2022
Q4 		$1.05M Buy
11,019
+1,195
+12% +$109K 0.14% 177
2022
Q3 		$849K Sell
9,824
-1,744
-15% -$172K 0.12% 205
2022
Q2 		$1.11M Buy
11,568
+1,595
+16% +$158K 0.14% 168
2022
Q1 		$995K Buy
9,973
+1,451
+17% +$133K 0.12% 181
2021
Q4 		$758K Buy
8,522
+4,869
+133% +$411K 0.08% 279
2021
Q3 		$297K Buy
3,653
+805
+28% +$70.3K 0.05% 439
2021
Q2 		$241K Buy
+2,848
New +$245K 0.05% 451
2021
Q1 		– Sell
-36,035
Closed -$3M – 492
2020
Q4 		$3M Buy
36,035
+1,807
+5% +$157K 0.04% 304
2020
Q3 		$2.8M Buy
34,228
+4,749
+16% +$391K 0.05% 274
2020
Q2 		$2.35M Buy
29,479
+10,072
+52% +$822K 0.05% 280
2020
Q1 		$1.55M Buy
19,407
+3,826
+25% +$362K 0.05% 257
2019
Q4 		$1.47M Buy
15,581
+4,104
+36% +$379K 0.04% 294
2019
Q3 		$1.07M Sell
11,477
-521
-4% -$47.3K 0.04% 284
2019
Q2 		$1.06M Sell
11,998
-5,219
-30% -$450K 0.05% 244
2019
Q1 		$1.44M Buy
17,217
+3,462
+25% +$275K 0.09% 200
2018
Q4 		$1.03M Sell
13,755
-5,619
-29% -$422K 0.13% 178
2018
Q3 		$1.37M Buy
19,374
+12,437
+179% +$885K 0.08% 140
2018
Q2 		$481K Buy
6,937
+3,381
+95% +$228K 0.03% 262
2018
Q1 		$244K Sell
3,556
-374
-10% -$25.2K 0.02% 313
2017
Q4 		$289K Buy
+3,930
New +$294K 0.03% 300
2017
Q3 		– Sell
-4,008
Closed -$278K – 210
2017
Q2 		$278K Buy
4,008
+216
+6% +$15K 0.03% 333
2017
Q1 		$255K Buy
+3,792
New +$246K 0.04% 322

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Simplicity Solutions's AEP Position: Q4 2023 in Review

Simplicity Solutions reduced its American Electric Power (AEP) stake by 7% in Q4 2023, selling an estimated $99.7K and leaving 17,127 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #372.

Simplicity Solutions first reported a position in AEP in Q1 2017 and has held it in 26 quarters since. The position peaked at $3M in Q4 2020. 1,349 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

  • Simplicity Solutions held 17,127 shares of American Electric Power worth $1.39M as of Q4 2023.
  • Simplicity Solutions sold 1,285 American Electric Power shares in Q4 2023, an estimated $99.7K.
  • American Electric Power made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #372 holding.
  • Simplicity Solutions first reported a position in American Electric Power in Q1 2017 and has held it in 26 quarters since.
  • Simplicity Solutions's American Electric Power position peaked at $3M in Q4 2020.
  • 1,349 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.