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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return