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Clarus Wealth Advisors’s American Electric Power AEP Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-75
Closed -$7K – 156
2019
Q2 		$7K Hold
75
– – 0.01% 465
2019
Q1 		$6K Sell
75
-23
-23% -$1.83K ﹤0.01% 555
2018
Q4 		$7K Hold
98
– – 0.01% 546
2018
Q3 		$7K Buy
98
+1
+1% +$71 ﹤0.01% 575
2018
Q2 		$7K Buy
+97
New +$6.53K 0.01% 572

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clarus Wealth Advisors's AEP Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of American Electric Power (AEP) in Q3 2019, closing a stake of 75 shares — an estimated $7K sold.

Clarus Wealth Advisors first reported a position in AEP in Q2 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2019. 1,130 funds tracked by Wall St. Rank hold AEP as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining American Electric Power position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 75 American Electric Power shares in Q3 2019, an estimated $7K.
  • Clarus Wealth Advisors first reported a position in American Electric Power in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's American Electric Power position peaked at $7K in Q2 2019.
  • 1,130 funds tracked by Wall St. Rank held American Electric Power as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.