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Wambolt & Associates’s American Electric Power AEP Stock Holding History

Wambolt & Associates’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
Q3 		– Sell
-2,937
Closed -$250K – 240
2021
Q2 		$250K Buy
+2,937
New +$253K 0.11% 213

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wambolt & Associates's AEP Position: Q3 2021 in Review

Wambolt & Associates sold out of American Electric Power (AEP) in Q3 2021, closing a stake of 2,937 shares — an estimated $250K sold.

Wambolt & Associates first reported a position in AEP in Q2 2021 and held it in 1 quarter. The position peaked at $250K in Q2 2021. 1,193 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

  • Wambolt & Associates reported no remaining American Electric Power position as of Q3 2021 after selling out during the quarter.
  • Wambolt & Associates sold 2,937 American Electric Power shares in Q3 2021, an estimated $250K.
  • Wambolt & Associates first reported a position in American Electric Power in Q2 2021 and held it in 1 quarter.
  • Wambolt & Associates's American Electric Power position peaked at $250K in Q2 2021.
  • 1,193 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on Wambolt & Associates's 13F filing for Q3 2021, filed 20 Oct 2021.