SWS
AEP icon

SYSTM Wealth Solutions’s American Electric Power AEP Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-1,791
Closed -$154K – 662
2024
Q1 		$154K Sell
1,791
-47
-3% -$3.82K 0.02% 425
2023
Q4 		$149K Buy
+1,838
New +$143K 0.02% 414

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SYSTM Wealth Solutions's AEP Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of American Electric Power (AEP) in Q2 2024, closing a stake of 1,791 shares — an estimated $154K sold.

SYSTM Wealth Solutions first reported a position in AEP in Q4 2023 and held it in 2 quarters. The position peaked at $154K in Q1 2024. 1,422 funds tracked by Wall St. Rank hold AEP as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining American Electric Power position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,791 American Electric Power shares in Q2 2024, an estimated $154K.
  • SYSTM Wealth Solutions first reported a position in American Electric Power in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's American Electric Power position peaked at $154K in Q1 2024.
  • 1,422 funds tracked by Wall St. Rank held American Electric Power as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.