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TimeScale Financial’s American Electric Power AEP Stock Holding History

TimeScale Financial’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
Q2 		$143K Sell
1,700
-248
-13% -$21.9K 0.03% 123
2023
Q1 		$177K Buy
1,948
+52
+3% +$4.76K 0.04% 101
2022
Q4 		$164K Buy
1,896
+1
+0.1% +$91 0.05% 78
2022
Q3 		$164K Buy
1,895
+7
+0.4% +$692 0.05% 78
2022
Q2 		$181K Sell
1,888
-226
-11% -$22.4K 0.05% 75
2022
Q1 		$211K Buy
2,114
+8
+0.4% +$731 0.05% 76
2021
Q4 		$187K Buy
2,106
+11
+0.5% +$928 0.04% 85
2021
Q3 		$170K Buy
2,095
+8
+0.4% +$698 0.04% 86
2021
Q2 		$177K Buy
2,087
+16
+0.8% +$1.38K 0.04% 86
2021
Q1 		$175K Buy
2,071
+16
+0.8% +$1.29K 0.05% 85
2020
Q4 		$171K Buy
2,055
+308
+18% +$26.7K 0.05% 81
2020
Q3 		$145K Buy
1,747
+96
+6% +$7.91K 0.04% 84
2020
Q2 		$136K Buy
1,651
+5
+0.3% +$408 0.04% 83
2020
Q1 		$131K Hold
1,646
– – 0.04% 79
2019
Q4 		$155K Hold
1,646
– – 0.05% 96
2019
Q3 		$154K Hold
1,646
– – 0.05% 93
2019
Q2 		$145K Buy
+1,646
New +$142K 0.05% 97

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TimeScale Financial's AEP Position: Q2 2023 in Review

TimeScale Financial reduced its American Electric Power (AEP) stake by 13% in Q2 2023, selling an estimated $21.9K and leaving 1,700 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #123.

TimeScale Financial first reported a position in AEP in Q2 2019 and has held it in 17 quarters since. The position peaked at $211K in Q1 2022. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • TimeScale Financial held 1,700 shares of American Electric Power worth $143K as of Q2 2023.
  • TimeScale Financial sold 248 American Electric Power shares in Q2 2023, an estimated $21.9K.
  • American Electric Power made up 0.03% of TimeScale Financial's portfolio in Q2 2023, its #123 holding.
  • TimeScale Financial first reported a position in American Electric Power in Q2 2019 and has held it in 17 quarters since.
  • TimeScale Financial's American Electric Power position peaked at $211K in Q1 2022.
  • 1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.