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TFO Wealth Partners’s American Electric Power AEP Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-6
Closed -$487 – 794
2023
Q4 		$487 Sell
6
-15
-71% -$1.16K ﹤0.01% 340
2023
Q3 		$1.77K Buy
21
+6
+40% +$488 ﹤0.01% 217
2023
Q2 		$1.26K Sell
15
-246
-94% -$21.7K ﹤0.01% 194
2023
Q1 		$23.7K Buy
261
+257
+6,425% +$23.5K 0.01% 88
2022
Q4 		$51 Sell
4
-257
-98% -$23.4K ﹤0.01% 851
2022
Q3 		$23K Hold
261
– – 0.01% 67
2022
Q2 		$25K Buy
+261
New +$25.9K 0.01% 80
2020
Q4 		– Sell
-21
Closed -$2K – 82
2020
Q3 		$2K Buy
+21
New +$1.73K ﹤0.01% 130

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TFO Wealth Partners's AEP Position: Q1 2024 in Review

TFO Wealth Partners sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 6 shares — an estimated $487 sold.

TFO Wealth Partners first reported a position in AEP in Q3 2020 and held it in 8 quarters. The position peaked at $25K in Q2 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • TFO Wealth Partners reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 American Electric Power shares in Q1 2024, an estimated $487.
  • TFO Wealth Partners first reported a position in American Electric Power in Q3 2020 and held it in 8 quarters.
  • TFO Wealth Partners's American Electric Power position peaked at $25K in Q2 2022.
  • 1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.