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Cassia Capital Partners’s American Electric Power AEP Stock Holding History

Cassia Capital Partners’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
-2,692
Closed -$219K – 64
2021
Q3 		$219K Buy
+2,692
New +$235K 0.15% 92

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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

Cassia Capital Partners's AEP Position: Q4 2021 in Review

Cassia Capital Partners sold out of American Electric Power (AEP) in Q4 2021, closing a stake of 2,692 shares — an estimated $219K sold.

Cassia Capital Partners first reported a position in AEP in Q3 2021 and held it in 1 quarter. The position peaked at $219K in Q3 2021. 1,302 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

  • Cassia Capital Partners reported no remaining American Electric Power position as of Q4 2021 after selling out during the quarter.
  • Cassia Capital Partners sold 2,692 American Electric Power shares in Q4 2021, an estimated $219K.
  • Cassia Capital Partners first reported a position in American Electric Power in Q3 2021 and held it in 1 quarter.
  • Cassia Capital Partners's American Electric Power position peaked at $219K in Q3 2021.
  • 1,302 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Cassia Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.