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Wealthstreet Investment Advisors’s American Electric Power AEP Stock Holding History

Wealthstreet Investment Advisors’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
2022
Q1 		$6K Hold
63
– – 0.16% 63
2021
Q4 		$6K Hold
63
– – 0.15% 64
2021
Q3 		$5K Sell
63
-976
-94% -$85.2K 0.14% 63
2021
Q2 		$88K Sell
1,039
-3,950
-79% -$340K 0.46% 52
2021
Q1 		$423K Hold
4,989
– – 0.04% 272
2020
Q4 		$415K Sell
4,989
-935
-16% -$81.1K 0.04% 262
2020
Q3 		$484K Sell
5,924
-287
-5% -$23.6K 0.05% 225
2020
Q2 		$495K Buy
6,211
+210
+3% +$17.1K 0.06% 216
2020
Q1 		$479K Buy
6,001
+125
+2% +$11.8K 0.07% 198
2019
Q4 		$555K Hold
5,876
– – 0.06% 225
2019
Q3 		$548K Buy
5,876
+419
+8% +$38.1K 0.07% 208
2019
Q2 		$481K Buy
5,457
+299
+6% +$25.8K 0.06% 227
2019
Q1 		$432K Buy
5,158
+1,208
+31% +$96.1K 0.06% 245
2018
Q4 		$304K Hold
3,950
– – 0.04% 269
2018
Q3 		$280K Hold
3,950
– – 0.03% 299
2018
Q2 		$274K Sell
3,950
-850
-18% -$57.2K 0.04% 296
2018
Q1 		$329K Sell
4,800
-250
-5% -$16.8K 0.04% 272
2017
Q4 		$372K Buy
+5,050
New +$377K 0.05% 261

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthstreet Investment Advisors's AEP Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its American Electric Power (AEP) position steady in Q1 2022 at 63 shares worth $6K. The position accounts for 0.16% of the portfolio, ranked #63.

Wealthstreet Investment Advisors first reported a position in AEP in Q4 2017 and has held it in 18 quarters since. The position peaked at $555K in Q4 2019. 1,378 funds tracked by Wall St. Rank hold AEP as of Q1 2022.

  • Wealthstreet Investment Advisors held 63 shares of American Electric Power worth $6K as of Q1 2022.
  • Wealthstreet Investment Advisors left its American Electric Power share count unchanged in Q1 2022.
  • American Electric Power made up 0.16% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #63 holding.
  • Wealthstreet Investment Advisors first reported a position in American Electric Power in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's American Electric Power position peaked at $555K in Q4 2019.
  • 1,378 funds tracked by Wall St. Rank held American Electric Power as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.