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Triangle Securities Wealth Management’s American Electric Power AEP Stock Holding History

Triangle Securities 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
2020
Q2 		– Sell
-2,775
Closed -$222K – 161
2020
Q1 		$222K Hold
2,775
– – 0.13% 140
2019
Q4 		$262K Hold
2,775
– – 0.11% 140
2019
Q3 		$260K Hold
2,775
– – 0.13% 139
2019
Q2 		$250K Buy
+2,775
New +$239K 0.13% 135

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Triangle Securities Wealth Management's AEP Position: Q2 2020 in Review

Triangle Securities Wealth Management sold out of American Electric Power (AEP) in Q2 2020, closing a stake of 2,775 shares — an estimated $222K sold.

Triangle Securities Wealth Management first reported a position in AEP in Q2 2019 and held it in 4 quarters. The position peaked at $262K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold AEP as of Q2 2020.

  • Triangle Securities Wealth Management reported no remaining American Electric Power position as of Q2 2020 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,775 American Electric Power shares in Q2 2020, an estimated $222K.
  • Triangle Securities Wealth Management first reported a position in American Electric Power in Q2 2019 and held it in 4 quarters.
  • Triangle Securities Wealth Management's American Electric Power position peaked at $262K in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held American Electric Power as of Q2 2020.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2020, filed 8 Jul 2020.