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CWA
Clearview Wealth Advisors’s
American Electric Power
AEP
Stock Holding History
Clearview Wealth Advisors’s Portfolio
AEP Stock Details
AEP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-475
Closed
-$40K
–
127
2023
Q2
$40K
Sell
475
-117
-20%
-$10.3K
0.04%
207
2023
Q1
$53.9K
Buy
592
+2
+0.3%
+$183
0.05%
193
2022
Q4
$56K
Buy
590
+36
+6%
+$3.28K
0.04%
163
2022
Q3
$48K
Sell
554
-53
-9%
-$5.24K
0.04%
167
2022
Q2
$58K
Sell
607
-222
-27%
-$22K
0.04%
167
2022
Q1
$83K
Sell
829
-125
-13%
-$11.4K
0.05%
151
2021
Q4
$85K
Buy
954
+36
+4%
+$3.04K
0.05%
171
2021
Q3
$75K
Buy
918
+231
+34%
+$20.2K
0.05%
191
2021
Q2
$58K
Sell
687
-454
-40%
-$39.1K
0.04%
227
2021
Q1
$97K
Buy
1,141
+807
+242%
+$65.1K
0.06%
157
2020
Q4
$28K
Buy
+334
New
+$29K
0.02%
261
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27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
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
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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