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WTA
Washington Trust Advisors’s
American Electric Power
AEP
Stock Holding History
Washington Trust Advisors’s Portfolio
AEP Stock Details
AEP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$23.6K
Hold
180
–
–
﹤0.01%
418
2025
Q4
$20.8K
Hold
180
–
–
﹤0.01%
433
2025
Q3
$20.3K
Hold
180
–
–
﹤0.01%
439
2025
Q2
$18.7K
Hold
180
–
–
﹤0.01%
407
2025
Q1
$19.7K
Hold
180
–
–
﹤0.01%
397
2024
Q4
$16.6K
Hold
180
–
–
﹤0.01%
422
2024
Q3
$18.5K
Hold
180
–
–
﹤0.01%
415
2024
Q2
$15.8K
Hold
180
–
–
﹤0.01%
422
2024
Q1
$15.5K
Hold
180
–
–
﹤0.01%
425
2023
Q4
$14.6K
Sell
180
-1,679
-90%
-$130K
﹤0.01%
429
2023
Q3
$140K
Sell
1,859
-1,048
-36%
-$85.3K
0.01%
212
2023
Q2
$245K
Sell
2,907
-497
-15%
-$43.9K
0.02%
164
2023
Q1
$310K
Buy
3,404
+774
+29%
+$70.8K
0.03%
148
2022
Q4
$250K
Buy
2,630
+1,595
+154%
+$145K
0.03%
161
2022
Q3
$89K
Hold
1,035
–
–
0.01%
297
2022
Q2
$99K
Sell
1,035
-140
-12%
-$13.9K
0.01%
291
2022
Q1
$117K
Sell
1,175
-59
-5%
-$5.39K
0.01%
309
2021
Q4
$109K
Buy
+1,234
New
+$104K
0.01%
351
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30.48%
1-Year Est. Return
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$4.04T AUM
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$2.9T AUM
29.55%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
GQG Partners
Ft. Lauderdale, Florida
$63.1B AUM
23.07%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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