West Financial Advisors’s American Electric Power AEP Stock Holding History

West Financial 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
2024 Q1	–	Sell	-120	Closed	-$9.75K	–	155
2023 Q4	$9.75K	Hold	120	–	–	﹤0.01%	123
2023 Q3	$9.03K	Hold	120	–	–	﹤0.01%	132
2023 Q2	$10.1K	Hold	120	–	–	﹤0.01%	126
2023 Q1	$10.9K	Hold	120	–	–	﹤0.01%	118
2022 Q4	$11.4K	Hold	120	–	–	﹤0.01%	117
2022 Q3	$10K	Hold	120	–	–	﹤0.01%	141
2022 Q2	$12K	Hold	120	–	–	﹤0.01%	129
2022 Q1	$12K	Hold	120	–	–	﹤0.01%	132
2021 Q4	$11K	Hold	120	–	–	﹤0.01%	149
2021 Q3	$10K	Hold	120	–	–	﹤0.01%	128
2021 Q2	$10K	Hold	120	–	–	﹤0.01%	122
2021 Q1	$10K	Hold	120	–	–	﹤0.01%	123
2020 Q4	$10K	Buy	+120	New	+$10.4K	﹤0.01%	121

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

West Financial Advisors's AEP Position: Q1 2024 in Review

West Financial Advisors sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 120 shares — an estimated $9.75K sold.

West Financial Advisors first reported a position in AEP in Q4 2020 and held it in 13 quarters. The position peaked at $12K in Q2 2022. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

West Financial Advisors reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
West Financial Advisors sold 120 American Electric Power shares in Q1 2024, an estimated $9.75K.
West Financial Advisors first reported a position in American Electric Power in Q4 2020 and held it in 13 quarters.
West Financial Advisors's American Electric Power position peaked at $12K in Q2 2022.
1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on West Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.