TCWA
AEP icon

Ten Capital Wealth Advisors’s American Electric Power AEP Stock Holding History

Ten Capital Wealth 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
2022
Q4 		– Sell
-120
Closed -$10K – 588
2022
Q3 		$10K Buy
+120
New +$11.9K ﹤0.01% 297

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ten Capital Wealth Advisors's AEP Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of American Electric Power (AEP) in Q4 2022, closing a stake of 120 shares — an estimated $10K sold.

Ten Capital Wealth Advisors first reported a position in AEP in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 1,386 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

  • Ten Capital Wealth Advisors reported no remaining American Electric Power position as of Q4 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 120 American Electric Power shares in Q4 2022, an estimated $10K.
  • Ten Capital Wealth Advisors first reported a position in American Electric Power in Q3 2022 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's American Electric Power position peaked at $10K in Q3 2022.
  • 1,386 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.