TFP
AEP icon

Tilia Fiduciary Partners’s American Electric Power AEP Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-387
Closed -$32.6K – 100
2023
Q2 		$32.6K Hold
387
– – 0.03% 257
2023
Q1 		$35.2K Hold
387
– – 0.03% 246
2022
Q4 		$36.7K Hold
387
– – 0.04% 226
2022
Q3 		$33K Hold
387
– – 0.03% 233
2022
Q2 		$37K Buy
387
+20
+5% +$1.98K 0.04% 231
2022
Q1 		$37K Hold
367
– – 0.03% 245
2021
Q4 		$33K Buy
+367
New +$31K 0.03% 265

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

Tilia Fiduciary Partners's AEP Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 387 shares — an estimated $32.6K sold.

Tilia Fiduciary Partners first reported a position in AEP in Q4 2021 and held it in 7 quarters. The position peaked at $37K in Q2 2022. 1,275 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 387 American Electric Power shares in Q3 2023, an estimated $32.6K.
  • Tilia Fiduciary Partners first reported a position in American Electric Power in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's American Electric Power position peaked at $37K in Q2 2022.
  • 1,275 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.