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Stonebridge Financial Planning Group’s American Electric Power AEP Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-585
Closed -$53K – 120
2021
Q4 		$53K Sell
585
-80
-12% -$6.75K 0.03% 213
2021
Q3 		$56K Sell
665
-120
-15% -$10.5K 0.03% 208
2021
Q2 		$67K Hold
785
– – 0.04% 186
2021
Q1 		$68K Sell
785
-300
-28% -$24.2K 0.04% 184
2020
Q4 		$90K Sell
1,085
-15
-1% -$1.3K 0.06% 158
2020
Q3 		$101K Hold
1,100
– – 0.07% 132
2020
Q2 		$91K Hold
1,100
– – 0.08% 137
2020
Q1 		$92K Hold
1,100
– – 0.09% 129
2019
Q4 		$104K Buy
+1,100
New +$102K 0.09% 127

Other funds holding AEP

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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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