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

Weld 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 Q3	–	Sell	-2,686	Closed	-$227K	–	5
2021 Q2	$227K	Sell	2,686 -5,721	-68%	-$493K	0.23%	188
2021 Q1	$712K	Buy	+8,407	New	+$678K	0.3%	129
2020 Q3	–	Sell	-9,485	Closed	-$755K	–	468
2020 Q2	$755K	Buy	+9,485	New	+$774K	0.3%	113
2019 Q1	–	Sell	-11,677	Closed	-$873K	–	632
2018 Q4	$873K	Buy	+11,677	New	+$876K	0.2%	167

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 $3.37T 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

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

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

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

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

Weld Capital Management's AEP Position: Q3 2021 in Review

Weld Capital Management sold out of American Electric Power (AEP) in Q3 2021, closing a stake of 2,686 shares — an estimated $227K sold.

Weld Capital Management first reported a position in AEP in Q4 2018 and held it in 4 quarters. The position peaked at $873K in Q4 2018. 1,194 funds tracked by Wall St. Rank hold AEP as of Q3 2021.

Weld Capital Management reported no remaining American Electric Power position as of Q3 2021 after selling out during the quarter.
Weld Capital Management sold 2,686 American Electric Power shares in Q3 2021, an estimated $227K.
Weld Capital Management first reported a position in American Electric Power in Q4 2018 and held it in 4 quarters.
Weld Capital Management's American Electric Power position peaked at $873K in Q4 2018.
1,194 funds tracked by Wall St. Rank held American Electric Power as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.