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Total Clarity Wealth Management’s American Electric Power AEP Stock Holding History

Total Clarity Wealth Management’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
2022
Q3 		– Sell
-195
Closed -$19K – 241
2022
Q2 		$19K Buy
+195
New +$19.3K 0.01% 555
2022
Q1 		– Sell
-2,430
Closed -$216K – 230
2021
Q4 		$216K Buy
2,430
+187
+8% +$15.8K 0.1% 201
2021
Q3 		$182K Sell
2,243
-2,279
-50% -$199K 0.09% 223
2021
Q2 		$383K Buy
+4,522
New +$389K 0.21% 131

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Total Clarity Wealth Management's AEP Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of American Electric Power (AEP) in Q3 2022, closing a stake of 195 shares — an estimated $19K sold.

Total Clarity Wealth Management first reported a position in AEP in Q2 2021 and held it in 4 quarters. The position peaked at $383K in Q2 2021. 1,336 funds tracked by Wall St. Rank hold AEP as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining American Electric Power position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 195 American Electric Power shares in Q3 2022, an estimated $19K.
  • Total Clarity Wealth Management first reported a position in American Electric Power in Q2 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's American Electric Power position peaked at $383K in Q2 2021.
  • 1,336 funds tracked by Wall St. Rank held American Electric Power as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.