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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
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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 1,353 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.
  • 1,353 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.