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Thrive Capital Management (Pennsylvania)’s American Electric Power AEP Stock Holding History

Thrive Capital Management (Pennsylvania)’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
-3,423
Closed -$278K – 124
2023
Q4 		$278K Sell
3,423
-1,107
-24% -$85.9K 0.15% 108
2023
Q3 		$341K Sell
4,530
-658
-13% -$53.5K 0.19% 85
2023
Q2 		$437K Buy
5,188
+247
+5% +$21.8K 0.25% 68
2023
Q1 		$447K Buy
4,941
+1,624
+49% +$149K 0.28% 66
2022
Q4 		$315K Buy
3,317
+735
+28% +$66.9K 0.21% 86
2022
Q3 		$223K Buy
+2,582
New +$255K 0.15% 103
2022
Q1 		– Sell
-6,466
Closed -$575K – 99
2021
Q4 		$575K Sell
6,466
-4,704
-42% -$397K 0.37% 56
2021
Q3 		$907K Buy
11,170
+1,198
+12% +$105K 0.67% 45
2021
Q2 		$843K Buy
9,972
+3,592
+56% +$309K 0.66% 45
2021
Q1 		$540K Buy
6,380
+2,064
+48% +$166K 0.5% 53
2020
Q4 		$359K Buy
+4,316
New +$375K 0.38% 60

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 $3.38T AUM 44.17% 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

Thrive Capital Management (Pennsylvania)'s AEP Position: Q1 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 3,423 shares — an estimated $278K sold.

Thrive Capital Management (Pennsylvania) first reported a position in AEP in Q4 2020 and held it in 11 quarters. The position peaked at $907K in Q3 2021. 1,353 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

  • Thrive Capital Management (Pennsylvania) reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 3,423 American Electric Power shares in Q1 2024, an estimated $278K.
  • Thrive Capital Management (Pennsylvania) first reported a position in American Electric Power in Q4 2020 and held it in 11 quarters.
  • Thrive Capital Management (Pennsylvania)'s American Electric Power position peaked at $907K in Q3 2021.
  • 1,353 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2024, filed 13 May 2024.