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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stonebridge Financial Planning Group's AEP Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of American Electric Power (AEP) in Q1 2022, closing a stake of 585 shares — an estimated $53K sold.

Stonebridge Financial Planning Group first reported a position in AEP in Q4 2019 and held it in 9 quarters. The position peaked at $104K in Q4 2019. 1,378 funds tracked by Wall St. Rank hold AEP as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining American Electric Power position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 585 American Electric Power shares in Q1 2022, an estimated $53K.
Stonebridge Financial Planning Group first reported a position in American Electric Power in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's American Electric Power position peaked at $104K in Q4 2019.
1,378 funds tracked by Wall St. Rank held American Electric Power as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.