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Tilt Investment Management Holdings’s American Electric Power AEP Stock Holding History

Tilt Investment Management Holdings’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
Q4 		– Sell
-2,716
Closed -$204K – 114
2023
Q3 		$204K Hold
2,716
– – 0.15% 132
2023
Q2 		$229K Hold
2,716
– – 0.15% 136
2023
Q1 		$241K Buy
2,716
+347
+15% +$31.7K 0.18% 130
2022
Q4 		$225K Buy
+2,369
New +$216K 0.19% 128

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tilt Investment Management Holdings's AEP Position: Q4 2023 in Review

Tilt Investment Management Holdings sold out of American Electric Power (AEP) in Q4 2023, closing a stake of 2,716 shares — an estimated $204K sold.

Tilt Investment Management Holdings first reported a position in AEP in Q4 2022 and held it in 4 quarters. The position peaked at $241K in Q1 2023. 1,350 funds tracked by Wall St. Rank hold AEP as of Q4 2023.

  • Tilt Investment Management Holdings reported no remaining American Electric Power position as of Q4 2023 after selling out during the quarter.
  • Tilt Investment Management Holdings sold 2,716 American Electric Power shares in Q4 2023, an estimated $204K.
  • Tilt Investment Management Holdings first reported a position in American Electric Power in Q4 2022 and held it in 4 quarters.
  • Tilt Investment Management Holdings's American Electric Power position peaked at $241K in Q1 2023.
  • 1,350 funds tracked by Wall St. Rank held American Electric Power as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.