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Whitegate Investment Counselors’s American Electric Power AEP Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-5,906
Closed -$479K – 67
2021
Q3 		$479K Hold
5,906
– – 0.07% 160
2021
Q2 		$500K Hold
5,906
– – 0.07% 162
2021
Q1 		$500K Buy
5,906
+775
+15% +$62.5K 0.08% 152
2020
Q4 		$427K Buy
5,131
+2,270
+79% +$197K 0.07% 159
2020
Q3 		$234K Buy
+2,861
New +$236K 0.04% 179

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitegate Investment Counselors's AEP Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of American Electric Power (AEP) in Q4 2021, closing a stake of 5,906 shares — an estimated $479K sold.

Whitegate Investment Counselors first reported a position in AEP in Q3 2020 and held it in 5 quarters. The position peaked at $500K in Q2 2021. 1,302 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining American Electric Power position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 5,906 American Electric Power shares in Q4 2021, an estimated $479K.
  • Whitegate Investment Counselors first reported a position in American Electric Power in Q3 2020 and held it in 5 quarters.
  • Whitegate Investment Counselors's American Electric Power position peaked at $500K in Q2 2021.
  • 1,302 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.