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Wealth Advisory Solutions’s American Electric Power AEP Stock Holding History

Wealth Advisory Solutions’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 		$310K Buy
+3,816
New +$333K 0.07% 130
2020
Q1 		– Sell
-2,141
Closed -$202K – 155
2019
Q4 		$202K Buy
+2,141
New +$198K 0.05% 176

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

Wealth Advisory Solutions's AEP Position: Q3 2021 in Review

Wealth Advisory Solutions opened a new position in American Electric Power (AEP) in Q3 2021: 3,816 shares worth $310K. The stake represents 0.07% of the portfolio and ranks #130 among its holdings. This is a return to the name: Wealth Advisory Solutions previously reported a position in AEP as recently as Q4 2019.

Wealth Advisory Solutions first reported a position in AEP in Q4 2019 and has held it in 2 quarters since. 1,192 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

  • Wealth Advisory Solutions held 3,816 shares of American Electric Power worth $310K as of Q3 2021.
  • American Electric Power was a new Wealth Advisory Solutions position in Q3 2021.
  • American Electric Power made up 0.07% of Wealth Advisory Solutions's portfolio in Q3 2021, its #130 holding.
  • Wealth Advisory Solutions first reported a position in American Electric Power in Q4 2019 and has held it in 2 quarters since.
  • 1,192 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.