TrueWealth LLC’s American Electric Power AEP Stock Holding History

TrueWealth LLC’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	$204K	Sell	2,566 -17	-0.7%	-$1.39K	0.09%	129
2020 Q1	$207K	Hold	2,583	–	–	0.1%	115
2019 Q4	$244K	Buy	2,583 +48	+2%	+$4.43K	0.1%	120
2019 Q3	$237K	Buy	2,535 +1	+0%	+$91	0.1%	117
2019 Q2	$223K	Sell	2,534 -75	-3%	-$6.46K	0.1%	126
2019 Q1	$219K	Buy	2,609 +75	+3%	+$5.96K	0.1%	127
2018 Q4	$189K	Sell	2,534 -145	-5%	-$10.9K	0.1%	132
2018 Q3	$190K	Hold	2,679	–	–	0.09%	141
2018 Q2	$186K	Buy	2,679 +145	+6%	+$9.77K	0.09%	140
2018 Q1	$174K	Sell	2,534 -16	-0.6%	-$1.08K	0.09%	137
2017 Q4	$188K	Buy	+2,550	New	+$191K	0.09%	142

Other funds holding AEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TrueWealth LLC's AEP Position: Q2 2020 in Review

TrueWealth LLC reduced its American Electric Power (AEP) stake by 0.66% in Q2 2020, selling an estimated $1.39K and leaving 2,566 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #129.

TrueWealth LLC first reported a position in AEP in Q4 2017 and has held it in 11 quarters since. The position peaked at $244K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold AEP as of Q2 2020.

TrueWealth LLC held 2,566 shares of American Electric Power worth $204K as of Q2 2020.
TrueWealth LLC sold 17 American Electric Power shares in Q2 2020, an estimated $1.39K.
American Electric Power made up 0.09% of TrueWealth LLC's portfolio in Q2 2020, its #129 holding.
TrueWealth LLC first reported a position in American Electric Power in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's American Electric Power position peaked at $244K in Q4 2019.
1,129 funds tracked by Wall St. Rank held American Electric Power as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.