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Sterling Financial Planning’s American Electric Power AEP Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-205
Closed -$17K – 105
2021
Q3 		$17K Hold
205
– – 0.01% 275
2021
Q2 		$17K Hold
205
– – 0.01% 262
2021
Q1 		$17K Hold
205
– – 0.01% 237
2020
Q4 		$17K Buy
+205
New +$17.8K 0.01% 224

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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sterling Financial Planning's AEP Position: Q4 2021 in Review

Sterling Financial Planning sold out of American Electric Power (AEP) in Q4 2021, closing a stake of 205 shares — an estimated $17K sold.

Sterling Financial Planning first reported a position in AEP in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q3 2021. 1,302 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

  • Sterling Financial Planning reported no remaining American Electric Power position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 205 American Electric Power shares in Q4 2021, an estimated $17K.
  • Sterling Financial Planning first reported a position in American Electric Power in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's American Electric Power position peaked at $17K in Q3 2021.
  • 1,302 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.