Clear Perspective Advisors’s American Electric Power AEP Stock Holding History

Clear Perspective 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
2021 Q4	$219K	Sell	2,457 -50	-2%	-$4.22K	0.07%	165
2021 Q3	$204K	Sell	2,507 -25	-1%	-$2.18K	0.07%	162
2021 Q2	$214K	Hold	2,532	–	–	0.07%	158
2021 Q1	$214K	Buy	+2,532	New	+$204K	0.08%	148
2019 Q4	–	Sell	-2,410	Closed	-$226K	–	135
2019 Q3	$226K	Hold	2,410	–	–	0.1%	127
2019 Q2	$212K	Sell	2,410 -428	-15%	-$36.9K	0.14%	137
2019 Q1	$236K	Sell	2,838 -1,000	-26%	-$79.5K	0.17%	126
2018 Q4	$287K	Sell	3,838 -130	-3%	-$9.76K	0.24%	103
2018 Q3	$281K	Sell	3,968 -83	-2%	-$5.91K	0.21%	119
2018 Q2	$281K	Sell	4,051 -1,533	-27%	-$103K	0.2%	116
2018 Q1	$383K	Sell	5,584 -500	-8%	-$33.7K	0.29%	88
2017 Q4	$448K	Sell	6,084 -517	-8%	-$38.6K	0.34%	80
2017 Q3	$464K	Sell	6,601 -975	-13%	-$69.5K	0.38%	72
2017 Q2	$526K	Sell	7,576 -1,582	-17%	-$110K	0.44%	58
2017 Q1	$615K	Hold	9,158	–	–	0.41%	54
2016 Q4	$577K	Buy	+9,158	New	+$565K	0.38%	65

Other funds holding AEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

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

Clear Perspective Advisors's AEP Position: Q4 2021 in Review

Clear Perspective Advisors reduced its American Electric Power (AEP) stake by 2% in Q4 2021, selling an estimated $4.22K and leaving 2,457 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #165.

Clear Perspective Advisors first reported a position in AEP in Q4 2016 and has held it in 16 quarters since. The position peaked at $615K in Q1 2017. 1,303 funds tracked by Wall St. Rank hold AEP as of Q4 2021.

Clear Perspective Advisors held 2,457 shares of American Electric Power worth $219K as of Q4 2021.
Clear Perspective Advisors sold 50 American Electric Power shares in Q4 2021, an estimated $4.22K.
American Electric Power made up 0.07% of Clear Perspective Advisors's portfolio in Q4 2021, its #165 holding.
Clear Perspective Advisors first reported a position in American Electric Power in Q4 2016 and has held it in 16 quarters since.
Clear Perspective Advisors's American Electric Power position peaked at $615K in Q1 2017.
1,303 funds tracked by Wall St. Rank held American Electric Power as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.