Surevest’s American Electric Power AEP Stock Holding History

Surevest’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 Q3	$1K	Hold	13	–	–	﹤0.01%	420
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	447
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	424
2021 Q4	$1K	Buy	+13	New	+$1.1K	﹤0.01%	433

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surevest's AEP Position: Q3 2022 in Review

Surevest held its American Electric Power (AEP) position steady in Q3 2022 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Surevest first reported a position in AEP in Q4 2021 and has held it in 4 quarters since. 1,336 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

Surevest held 13 shares of American Electric Power worth $1K as of Q3 2022.
Surevest left its American Electric Power share count unchanged in Q3 2022.
American Electric Power made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #420 holding.
Surevest first reported a position in American Electric Power in Q4 2021 and has held it in 4 quarters since.
1,336 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.