Wealthcare Capital Management’s American Electric Power AEP Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-1,631	Closed	-$138K	–	92
2021 Q1	$138K	Buy	+1,631	New	+$131K	0.01%	87
2020 Q2	–	Sell	-1,643	Closed	-$131K	–	62
2020 Q1	$131K	Sell	1,643 -40	-2%	-$3.78K	0.02%	60
2019 Q4	$159K	Buy	1,683 +43	+3%	+$3.97K	0.02%	65
2019 Q3	$154K	Hold	1,640	–	–	0.02%	64
2019 Q2	$144K	Hold	1,640	–	–	0.02%	61
2019 Q1	$137K	Hold	1,640	–	–	0.02%	62
2018 Q4	$123K	Hold	1,640	–	–	0.02%	63
2018 Q3	$116K	Hold	1,640	–	–	0.01%	61
2018 Q2	$114K	Hold	1,640	–	–	0.01%	62
2018 Q1	$112K	Hold	1,640	–	–	0.01%	59
2017 Q4	$121K	Hold	1,640	–	–	0.01%	58
2017 Q3	$115K	Buy	1,640 +100	+6%	+$7.12K	0.01%	56
2017 Q2	$107K	Hold	1,540	–	–	0.01%	60
2017 Q1	$103K	Hold	1,540	–	–	0.01%	62
2016 Q4	$97K	Sell	1,540 -7	-0.5%	-$432	0.01%	61
2016 Q3	$99K	Buy	1,547 +7	+0.5%	+$471	0.01%	57
2016 Q2	$108K	Hold	1,540	–	–	0.01%	56
2016 Q1	$102K	Hold	1,540	–	–	0.01%	62
2015 Q4	$90K	Hold	1,540	–	–	0.01%	70
2015 Q3	$88K	Hold	1,540	–	–	0.01%	72
2015 Q2	$82K	Sell	1,540 -224	-13%	-$12.4K	0.01%	81
2015 Q1	$99K	Buy	+1,764	New	+$105K	0.01%	156

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthcare Capital Management's AEP Position: Q2 2021 in Review

Wealthcare Capital Management sold out of American Electric Power (AEP) in Q2 2021, closing a stake of 1,631 shares — an estimated $138K sold.

Wealthcare Capital Management first reported a position in AEP in Q1 2015 and held it in 22 quarters. The position peaked at $159K in Q4 2019. 1,194 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

Wealthcare Capital Management reported no remaining American Electric Power position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 1,631 American Electric Power shares in Q2 2021, an estimated $138K.
Wealthcare Capital Management first reported a position in American Electric Power in Q1 2015 and held it in 22 quarters.
Wealthcare Capital Management's American Electric Power position peaked at $159K in Q4 2019.
1,194 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.