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TD Ameritrade Investment Management’s American Electric Power AEP Stock Holding History

TD Ameritrade Investment 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
Q3 		– Sell
-2,300
Closed -$194K – 10
2023
Q2 		$194K Sell
2,300
-273
-11% -$24.1K ﹤0.01% 170
2023
Q1 		$234K Sell
2,573
-776
-23% -$71K ﹤0.01% 166
2022
Q4 		$318K Sell
3,349
-1,061
-24% -$96.6K ﹤0.01% 162
2022
Q3 		$381K Sell
4,410
-975
-18% -$96.4K ﹤0.01% 155
2022
Q2 		$517K Sell
5,385
-1,067
-17% -$106K ﹤0.01% 154
2022
Q1 		$644K Buy
6,452
+527
+9% +$48.1K ﹤0.01% 163
2021
Q4 		$527K Buy
+5,925
New +$500K ﹤0.01% 175
2019
Q3 		– Sell
-6
Closed -$1K – 625
2019
Q2 		$1K Hold
6
– – ﹤0.01% 589
2019
Q1 		$1K Sell
6
-762
-99% -$60.6K ﹤0.01% 539
2018
Q4 		$57K Buy
768
+326
+74% +$24.5K ﹤0.01% 223
2018
Q3 		$31K Buy
442
+317
+254% +$22.6K ﹤0.01% 241
2018
Q2 		$9K Buy
+125
New +$8.42K ﹤0.01% 234

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

TD Ameritrade Investment Management's AEP Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 2,300 shares — an estimated $194K sold.

TD Ameritrade Investment Management first reported a position in AEP in Q2 2018 and held it in 12 quarters. The position peaked at $644K in Q1 2022. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 2,300 American Electric Power shares in Q3 2023, an estimated $194K.
  • TD Ameritrade Investment Management first reported a position in American Electric Power in Q2 2018 and held it in 12 quarters.
  • TD Ameritrade Investment Management's American Electric Power position peaked at $644K in Q1 2022.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.