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Syverson Strege & Co’s American Electric Power AEP Stock Holding History

Syverson Strege & Co’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
-261
Closed -$23.7K – 75
2023
Q1 		$23.7K Hold
261
– – 0.01% 179
2022
Q4 		$24.7K Hold
261
– – 0.01% 164
2022
Q3 		$23K Hold
261
– – 0.01% 157
2022
Q2 		$25K Sell
261
-528
-67% -$52.3K 0.01% 171
2022
Q1 		$79K Hold
789
– – 0.09% 101
2021
Q4 		$70K Hold
789
– – 0.05% 111
2021
Q3 		$64K Sell
789
-176
-18% -$15.4K 0.05% 124
2021
Q2 		$82K Sell
965
-264
-21% -$22.7K 0.07% 99
2021
Q1 		$104K Buy
1,229
+10
+0.8% +$806 0.11% 88
2020
Q4 		$102K Buy
+1,219
New +$106K 0.1% 87

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State Street
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Wellington Management Group
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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 $431B 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 $528B AUM 27.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return