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Sound Financial Strategies Group’s American Electric Power AEP Stock Holding History

Sound Financial Strategies Group’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
-6,759
Closed -$572K – 87
2021
Q1 		$572K Sell
6,759
-124
-2% -$9.99K 0.29% 60
2020
Q4 		$573K Buy
+6,883
New +$597K 0.31% 61

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sound Financial Strategies Group's AEP Position: Q2 2021 in Review

Sound Financial Strategies Group sold out of American Electric Power (AEP) in Q2 2021, closing a stake of 6,759 shares — an estimated $572K sold.

Sound Financial Strategies Group first reported a position in AEP in Q4 2020 and held it in 2 quarters. The position peaked at $573K in Q4 2020. 1,192 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • Sound Financial Strategies Group reported no remaining American Electric Power position as of Q2 2021 after selling out during the quarter.
  • Sound Financial Strategies Group sold 6,759 American Electric Power shares in Q2 2021, an estimated $572K.
  • Sound Financial Strategies Group first reported a position in American Electric Power in Q4 2020 and held it in 2 quarters.
  • Sound Financial Strategies Group's American Electric Power position peaked at $573K in Q4 2020.
  • 1,192 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on Sound Financial Strategies Group's 13F filing for Q2 2021, filed 30 Jul 2021.