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Tiedemann Advisors’s American Electric Power AEP Stock Holding History

Tiedemann 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
Q2 		– Sell
-2,669
Closed -$267K – 233
2022
Q1 		$267K Buy
+2,669
New +$244K 0.01% 243
2020
Q4 		– Sell
-46,250
Closed -$3.78M – 316
2020
Q3 		$3.78M Sell
46,250
-3,747
-7% -$309K 0.18% 75
2020
Q2 		$3.98M Buy
49,997
+23,195
+87% +$1.89M 0.21% 70
2020
Q1 		$2.14M Sell
26,802
-14,719
-35% -$1.39M 0.14% 99
2019
Q4 		$3.92M Sell
41,521
-2,764
-6% -$255K 0.19% 78
2019
Q3 		$4.15M Buy
44,285
+1,332
+3% +$121K 0.2% 82
2019
Q2 		$3.78M Sell
42,953
-612
-1% -$52.8K 0.19% 81
2019
Q1 		$3.65M Sell
43,565
-54
-0.1% -$4.29K 0.17% 90
2018
Q4 		$3.26M Sell
43,619
-16,305
-27% -$1.22M 0.17% 95
2018
Q3 		$4.25M Buy
59,924
+10,800
+22% +$768K 0.25% 69
2018
Q2 		$3.4M Sell
49,124
-8,616
-15% -$580K 0.22% 78
2018
Q1 		$3.96M Buy
57,740
+18,553
+47% +$1.25M 0.27% 62
2017
Q4 		$2.88M Buy
39,187
+13,687
+54% +$1.02M 0.22% 64
2017
Q3 		$1.79M Sell
25,500
-404
-2% -$28.8K 0.16% 108
2017
Q2 		$1.8M Sell
25,904
-3,848
-13% -$267K 0.13% 135
2017
Q1 		$2M Buy
+29,752
New +$1.93M 0.17% 118

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tiedemann Advisors's AEP Position: Q2 2022 in Review

Tiedemann Advisors sold out of American Electric Power (AEP) in Q2 2022, closing a stake of 2,669 shares — an estimated $267K sold.

Tiedemann Advisors first reported a position in AEP in Q1 2017 and held it in 16 quarters. The position peaked at $4.25M in Q3 2018. 1,364 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

  • Tiedemann Advisors reported no remaining American Electric Power position as of Q2 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 2,669 American Electric Power shares in Q2 2022, an estimated $267K.
  • Tiedemann Advisors first reported a position in American Electric Power in Q1 2017 and held it in 16 quarters.
  • Tiedemann Advisors's American Electric Power position peaked at $4.25M in Q3 2018.
  • 1,364 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.