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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
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

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Clearview Wealth Advisors's AEP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of American Electric Power (AEP) in Q3 2023, closing a stake of 475 shares — an estimated $40K sold.

Clearview Wealth Advisors first reported a position in AEP in Q4 2020 and held it in 11 quarters. The position peaked at $97K in Q1 2021. 1,274 funds tracked by Wall St. Rank hold AEP as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining American Electric Power position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 475 American Electric Power shares in Q3 2023, an estimated $40K.
  • Clearview Wealth Advisors first reported a position in American Electric Power in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's American Electric Power position peaked at $97K in Q1 2021.
  • 1,274 funds tracked by Wall St. Rank held American Electric Power as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.