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Triad Wealth Partners’s American Electric Power AEP Stock Holding History

Triad Wealth 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
2024
Q3 		– Sell
-16
Closed -$1.4K – 68
2024
Q2 		$1.4K Buy
+16
New +$1.4K ﹤0.01% 825

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Triad Wealth Partners's AEP Position: Q3 2024 in Review

Triad Wealth Partners sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 16 shares — an estimated $1.4K sold.

Triad Wealth Partners first reported a position in AEP in Q2 2024 and held it in 1 quarter. The position peaked at $1.4K in Q2 2024. 1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • Triad Wealth Partners reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 16 American Electric Power shares in Q3 2024, an estimated $1.4K.
  • Triad Wealth Partners first reported a position in American Electric Power in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's American Electric Power position peaked at $1.4K in Q2 2024.
  • 1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.