Tower View Wealth Management’s American Electric Power AEP Stock Holding History

Tower View Wealth Management’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	-4,109	Closed	-$410K	–	158
2022 Q1	$410K	Hold	4,109	–	–	0.22%	63
2021 Q4	$366K	Hold	4,109	–	–	0.19%	66
2021 Q3	$334K	Hold	4,109	–	–	0.19%	67
2021 Q2	$348K	Hold	4,109	–	–	0.18%	73
2021 Q1	$348K	Hold	4,109	–	–	0.19%	75
2020 Q4	$342K	Buy	4,109 +5	+0.1%	+$434	0.19%	70
2020 Q3	$335K	Buy	4,104 +34	+0.8%	+$2.8K	0.22%	65
2020 Q2	$324K	Hold	4,070	–	–	0.24%	59
2020 Q1	$326K	Hold	4,070	–	–	0.29%	55
2019 Q4	$385K	Sell	4,070 -390	-9%	-$36K	0.29%	59
2019 Q3	$418K	Hold	4,460	–	–	0.35%	57
2019 Q2	$393K	Hold	4,460	–	–	0.34%	54
2019 Q1	$374K	Hold	4,460	–	–	0.33%	52
2018 Q4	$333K	Hold	4,460	–	–	0.34%	53
2018 Q3	$316K	Hold	4,460	–	–	0.28%	61
2018 Q2	$309K	Hold	4,460	–	–	0.29%	59
2018 Q1	$306K	Hold	4,460	–	–	0.31%	57
2017 Q4	$328K	Buy	+4,460	New	+$333K	0.3%	63

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tower View Wealth Management's AEP Position: Q2 2022 in Review

Tower View Wealth Management sold out of American Electric Power (AEP) in Q2 2022, closing a stake of 4,109 shares — an estimated $410K sold.

Tower View Wealth Management first reported a position in AEP in Q4 2017 and held it in 18 quarters. The position peaked at $418K in Q3 2019. 1,364 funds tracked by Wall St. Rank hold AEP as of Q2 2022.

Tower View Wealth Management reported no remaining American Electric Power position as of Q2 2022 after selling out during the quarter.
Tower View Wealth Management sold 4,109 American Electric Power shares in Q2 2022, an estimated $410K.
Tower View Wealth Management first reported a position in American Electric Power in Q4 2017 and held it in 18 quarters.
Tower View Wealth Management's American Electric Power position peaked at $418K in Q3 2019.
1,364 funds tracked by Wall St. Rank held American Electric Power as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.