Western Pacific Wealth Management’s American Electric Power AEP Stock Holding History

Western Pacific Wealth 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
2024 Q1	–	Sell	-1,106	Closed	-$89.8K	–	304
2023 Q4	$89.8K	Buy	1,106 +98	+10%	+$7.61K	0.07%	102
2023 Q3	$75.8K	Buy	1,008 +249	+33%	+$20.3K	0.06%	107
2023 Q2	$63.9K	Hold	759	–	–	0.05%	122
2023 Q1	$69.1K	Hold	759	–	–	0.05%	110
2022 Q4	$72.1K	Buy	759 +274	+56%	+$24.9K	0.06%	102
2022 Q3	$41K	Buy	+485	New	+$48K	0.04%	113

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Western Pacific Wealth Management's AEP Position: Q1 2024 in Review

Western Pacific Wealth Management sold out of American Electric Power (AEP) in Q1 2024, closing a stake of 1,106 shares — an estimated $89.8K sold.

Western Pacific Wealth Management first reported a position in AEP in Q3 2022 and held it in 6 quarters. The position peaked at $89.8K in Q4 2023. 1,352 funds tracked by Wall St. Rank hold AEP as of Q1 2024.

Western Pacific Wealth Management reported no remaining American Electric Power position as of Q1 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 1,106 American Electric Power shares in Q1 2024, an estimated $89.8K.
Western Pacific Wealth Management first reported a position in American Electric Power in Q3 2022 and held it in 6 quarters.
Western Pacific Wealth Management's American Electric Power position peaked at $89.8K in Q4 2023.
1,352 funds tracked by Wall St. Rank held American Electric Power as of Q1 2024.

Based on Western Pacific Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.