Verum Partners’s American Electric Power AEP Stock Holding History

Verum 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
2023 Q3	–	Sell	-2,833	Closed	-$239K	–	133
2023 Q2	$239K	Buy	+2,833	New	+$250K	0.22%	87

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

Verum Partners's AEP Position: Q3 2023 in Review

Verum Partners sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 2,833 shares — an estimated $239K sold.

Verum Partners first reported a position in AEP in Q2 2023 and held it in 1 quarter. The position peaked at $239K in Q2 2023. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

Verum Partners reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
Verum Partners sold 2,833 American Electric Power shares in Q3 2023, an estimated $239K.
Verum Partners first reported a position in American Electric Power in Q2 2023 and held it in 1 quarter.
Verum Partners's American Electric Power position peaked at $239K in Q2 2023.
1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Verum Partners's 13F filing for Q3 2023, filed 10 Oct 2023.