Walled Lake Planning & Wealth Management’s American Electric Power AEP Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-509	Closed	-$41K	–	107
2021 Q3	$41K	Buy	509 +5	+1%	+$436	0.03%	174
2021 Q2	$43K	Buy	504 +4	+0.8%	+$344	0.03%	160
2021 Q1	$42K	Buy	500 +5	+1%	+$403	0.03%	156
2020 Q4	$41K	Sell	495 -264	-35%	-$22.9K	0.03%	146
2020 Q3	$62K	Buy	759 +4	+0.5%	+$329	0.05%	113
2020 Q2	$60K	Buy	755 +4	+0.5%	+$326	0.05%	103
2020 Q1	$60K	Buy	751 +4	+0.5%	+$378	0.05%	96
2019 Q4	$71K	Buy	+747	New	+$69K	0.05%	102

Other funds holding AEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Walled Lake Planning & Wealth Management's AEP Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of American Electric Power (AEP) in Q4 2021, closing a stake of 509 shares — an estimated $41K sold.

Walled Lake Planning & Wealth Management first reported a position in AEP in Q4 2019 and held it in 8 quarters. The position peaked at $71K in Q4 2019. 1,302 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining American Electric Power position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 509 American Electric Power shares in Q4 2021, an estimated $41K.
Walled Lake Planning & Wealth Management first reported a position in American Electric Power in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's American Electric Power position peaked at $71K in Q4 2019.
1,302 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.