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Syntax Advisors’s American Electric Power AEP Stock Holding History

Syntax Advisors’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
Q3 		$238K Buy
3,165
+241
+8% +$19.6K 0.21% 118
2023
Q2 		$246K Buy
2,924
+18
+0.6% +$1.59K 0.2% 126
2023
Q1 		$264K Buy
2,906
+244
+9% +$22.3K 0.2% 119
2022
Q4 		$253K Buy
2,662
+60
+2% +$5.46K 0.21% 120
2022
Q3 		$225K Buy
2,602
+4
+0.2% +$395 0.19% 157
2022
Q2 		$249K Buy
2,598
+47
+2% +$4.66K 0.21% 122
2022
Q1 		$255K Sell
2,551
-739
-22% -$67.5K 0.21% 126
2021
Q4 		$293K Buy
+3,290
New +$278K 0.22% 96

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Syntax Advisors's AEP Position: Q3 2023 in Review

Syntax Advisors increased its American Electric Power (AEP) stake by 8.2% in Q3 2023, buying an estimated $19.6K and bringing the position to 3,165 shares worth $238K. The position accounts for 0.21% of the portfolio, ranked #118.

Syntax Advisors first reported a position in AEP in Q4 2021 and has held it in 8 quarters since. The position peaked at $293K in Q4 2021. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Syntax Advisors held 3,165 shares of American Electric Power worth $238K as of Q3 2023.
  • Syntax Advisors bought 241 American Electric Power shares in Q3 2023, an estimated $19.6K.
  • American Electric Power made up 0.21% of Syntax Advisors's portfolio in Q3 2023, its #118 holding.
  • Syntax Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 8 quarters since.
  • Syntax Advisors's American Electric Power position peaked at $293K in Q4 2021.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.