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Wealthspire Advisors (Maryland)’s American Electric Power AEP Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$669K Sell
8,186
-1,309
-14% -$108K 0.02% 226
2020
Q2 		$756K Buy
9,495
+3,792
+66% +$310K 0.05% 197
2020
Q1 		$456K Sell
5,703
-272
-5% -$25.7K 0.04% 244
2019
Q4 		$565K Buy
5,975
+67
+1% +$6.19K 0.04% 259
2019
Q3 		$554K Buy
5,908
+28
+0.5% +$2.54K 0.04% 244
2019
Q2 		$518K Sell
5,880
-1,585
-21% -$137K 0.04% 250
2019
Q1 		$625K Buy
7,465
+1,809
+32% +$144K 0.05% 214
2018
Q4 		$423K Buy
5,656
+174
+3% +$13.1K 0.04% 248
2018
Q3 		$389K Sell
5,482
-150
-3% -$10.7K 0.03% 291
2018
Q2 		$390K Sell
5,632
-985
-15% -$66.3K 0.04% 293
2018
Q1 		$454K Buy
6,617
+752
+13% +$50.6K 0.04% 259
2017
Q4 		$432K Buy
5,865
+835
+17% +$62.4K 0.04% 290
2017
Q3 		$353K Sell
5,030
-16
-0.3% -$1.14K 0.04% 321
2017
Q2 		$351K Buy
5,046
+1,390
+38% +$96.6K 0.04% 310
2017
Q1 		$245K Buy
3,656
+140
+4% +$9.07K 0.03% 335
2016
Q4 		$221K Sell
3,516
-700
-17% -$43.2K 0.03% 343
2016
Q3 		$271K Buy
4,216
+315
+8% +$21.2K 0.04% 300
2016
Q2 		$273K Buy
3,901
+14
+0.4% +$916 0.05% 278
2016
Q1 		$258K Buy
3,887
+527
+16% +$32.6K 0.05% 288
2015
Q4 		$196K Buy
+3,360
New +$190K 0.04% 361

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AEP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its American Electric Power (AEP) stake by 14% in Q3 2020, selling an estimated $108K and leaving 8,186 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #226.

Wealthspire Advisors (Maryland) first reported a position in AEP in Q4 2015 and has held it in 20 quarters since. The position peaked at $756K in Q2 2020. 1,117 funds tracked by Wall St. Rank hold AEP as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,186 shares of American Electric Power worth $669K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,309 American Electric Power shares in Q3 2020, an estimated $108K.
  • American Electric Power made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #226 holding.
  • Wealthspire Advisors (Maryland) first reported a position in American Electric Power in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s American Electric Power position peaked at $756K in Q2 2020.
  • 1,117 funds tracked by Wall St. Rank held American Electric Power as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.