WealthSource Partners’s American Electric Power AEP Stock Holding History

WealthSource Partners’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 Q1	–	Sell	-3,370	Closed	-$281K	–	437
2020 Q4	$281K	Sell	3,370 -1,756	-34%	-$152K	0.03%	298
2020 Q3	$419K	Buy	+5,126	New	+$422K	0.06%	216
2020 Q2	–	Sell	-2,826	Closed	-$226K	–	348
2020 Q1	$226K	Sell	2,826 -188	-6%	-$17.8K	0.04%	282
2019 Q4	$285K	Sell	3,014 -133	-4%	-$12.3K	0.04%	323
2019 Q3	$295K	Sell	3,147 -27	-0.9%	-$2.45K	0.04%	327
2019 Q2	$279K	Buy	+3,174	New	+$274K	0.04%	346
2017 Q2	–	Sell	-3,435	Closed	-$231K	–	285
2017 Q1	$231K	Buy	+3,435	New	+$222K	0.09%	232
2016 Q4	–	Sell	-6,509	Closed	-$418K	–	246
2016 Q3	$418K	Buy	6,509 +307	+5%	+$20.6K	0.15%	139
2016 Q2	$435K	Buy	6,202 +34	+0.6%	+$2.23K	0.16%	130
2016 Q1	$410K	Buy	+6,168	New	+$381K	0.17%	125

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

WealthSource Partners's AEP Position: Q1 2021 in Review

WealthSource Partners sold out of American Electric Power (AEP) in Q1 2021, closing a stake of 3,370 shares — an estimated $281K sold.

WealthSource Partners first reported a position in AEP in Q1 2016 and held it in 10 quarters. The position peaked at $435K in Q2 2016. 1,177 funds tracked by Wall St. Rank hold AEP as of Q1 2021.

WealthSource Partners reported no remaining American Electric Power position as of Q1 2021 after selling out during the quarter.
WealthSource Partners sold 3,370 American Electric Power shares in Q1 2021, an estimated $281K.
WealthSource Partners first reported a position in American Electric Power in Q1 2016 and held it in 10 quarters.
WealthSource Partners's American Electric Power position peaked at $435K in Q2 2016.
1,177 funds tracked by Wall St. Rank held American Electric Power as of Q1 2021.

Based on WealthSource Partners's 13F filing for Q1 2021, filed 21 Jun 2021.