Woodley Farra Manion Portfolio Management’s American Electric Power AEP Stock Holding History

Woodley Farra Manion Portfolio 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
2022 Q4	–	Sell	-2,592	Closed	-$224K	–	93
2022 Q3	$224K	Hold	2,592	–	–	0.02%	85
2022 Q2	$249K	Buy	2,592 +500	+24%	+$49.6K	0.02%	80
2022 Q1	$209K	Buy	+2,092	New	+$191K	0.02%	96
2021 Q4	–	Sell	-2,792	Closed	-$227K	–	103
2021 Q3	$227K	Hold	2,792	–	–	0.02%	91
2021 Q2	$236K	Hold	2,792	–	–	0.02%	95
2021 Q1	$236K	Buy	+2,792	New	+$225K	0.02%	92
2020 Q3	–	Sell	-1,099	Closed	-$88K	–	90
2020 Q2	$88K	Sell	1,099 -131	-11%	-$10.7K	0.01%	122
2020 Q1	$98K	Sell	1,230 -125	-9%	-$11.8K	0.01%	113
2019 Q4	$128K	Buy	+1,355	New	+$125K	0.01%	115

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 $535B AUM 26.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's AEP Position: Q4 2022 in Review

Woodley Farra Manion Portfolio Management sold out of American Electric Power (AEP) in Q4 2022, closing a stake of 2,592 shares — an estimated $224K sold.

Woodley Farra Manion Portfolio Management first reported a position in AEP in Q4 2019 and held it in 9 quarters. The position peaked at $249K in Q2 2022. 1,388 funds tracked by Wall St. Rank hold AEP as of Q4 2022.

Woodley Farra Manion Portfolio Management reported no remaining American Electric Power position as of Q4 2022 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 2,592 American Electric Power shares in Q4 2022, an estimated $224K.
Woodley Farra Manion Portfolio Management first reported a position in American Electric Power in Q4 2019 and held it in 9 quarters.
Woodley Farra Manion Portfolio Management's American Electric Power position peaked at $249K in Q2 2022.
1,388 funds tracked by Wall St. Rank held American Electric Power as of Q4 2022.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q4 2022, filed 13 Feb 2023.