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V Wealth Advisors’s American Electric Power AEP Stock Holding History

V Wealth Advisors’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
Q3 		– Sell
-3,826
Closed -$322K – 118
2023
Q2 		$322K Buy
3,826
+10
+0.3% +$883 0.05% 280
2023
Q1 		$347K Buy
3,816
+260
+7% +$23.8K 0.07% 255
2022
Q4 		$338K Buy
3,556
+1,133
+47% +$103K 0.07% 258
2022
Q3 		$210K Sell
2,423
-43
-2% -$4.25K 0.04% 344
2022
Q2 		$237K Buy
2,466
+127
+5% +$12.6K 0.04% 354
2022
Q1 		$233K Sell
2,339
-338
-13% -$30.9K 0.04% 389
2021
Q4 		$239K Buy
2,677
+555
+26% +$46.8K 0.04% 398
2021
Q3 		$172K Buy
+2,122
New +$185K 0.03% 459
2017
Q3 		– Sell
-862
Closed -$61K – 204
2017
Q2 		$61K Buy
+862
New +$59.9K 0.03% 285

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

V Wealth Advisors's AEP Position: Q3 2023 in Review

V Wealth Advisors sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 3,826 shares — an estimated $322K sold.

V Wealth Advisors first reported a position in AEP in Q2 2017 and held it in 9 quarters. The position peaked at $347K in Q1 2023. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • V Wealth Advisors reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 3,826 American Electric Power shares in Q3 2023, an estimated $322K.
  • V Wealth Advisors first reported a position in American Electric Power in Q2 2017 and held it in 9 quarters.
  • V Wealth Advisors's American Electric Power position peaked at $347K in Q1 2023.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.