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
2021 Q4	–	Sell	-1,600	Closed	-$130K	–	461
2021 Q3	$130K	Buy	+1,600	New	+$140K	0.02%	472

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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. 1,275 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.
1,275 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.