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Strait & Sound Wealth Management’s American Electric Power AEP Stock Holding History

Strait & Sound Wealth Management’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
Q2 		– Sell
-2,270
Closed -$207K – 107
2023
Q1 		$207K Hold
2,270
– – 0.21% 108
2022
Q4 		$215K Buy
+2,270
New +$207K 0.24% 103

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Strait & Sound Wealth Management's AEP Position: Q2 2023 in Review

Strait & Sound Wealth Management sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 2,270 shares — an estimated $207K sold.

Strait & Sound Wealth Management first reported a position in AEP in Q4 2022 and held it in 2 quarters. The position peaked at $215K in Q4 2022. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • Strait & Sound Wealth Management reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 2,270 American Electric Power shares in Q2 2023, an estimated $207K.
  • Strait & Sound Wealth Management first reported a position in American Electric Power in Q4 2022 and held it in 2 quarters.
  • Strait & Sound Wealth Management's American Electric Power position peaked at $215K in Q4 2022.
  • 1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2023, filed 30 Aug 2023.