Calamos Wealth Management’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-16,054
Closed -$798K 343
2023
Q2
$798K Sell
16,054
-830
-5% -$41.4K 0.06% 161
2023
Q1
$850K Buy
16,884
+976
+6% +$49.4K 0.07% 152
2022
Q4
$821K Buy
15,908
+3,525
+28% +$179K 0.06% 154
2022
Q3
$613K Sell
12,383
-670
-5% -$36.6K 0.05% 171
2022
Q2
$705K Buy
13,053
+7,690
+143% +$427K 0.06% 165
2022
Q1
$300K Buy
+5,363
New +$285K 0.02% 283

Calamos Wealth Management's AEPPZ Position: Q3 2023 in Review

Calamos Wealth Management sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q3 2023, closing a stake of 16,054 shares — an estimated $798K sold.

Calamos Wealth Management first reported a position in AEPPZ in Q1 2022 and held it in 6 quarters. The position peaked at $850K in Q1 2023. 0 funds tracked by Wall St. Rank hold AEPPZ as of Q3 2023.

  • Calamos Wealth Management reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Calamos Wealth Management sold 16,054 American Electric Power Company, Inc. Corporate Units shares in Q3 2023, an estimated $798K.
  • Calamos Wealth Management first reported a position in American Electric Power Company, Inc. Corporate Units in Q1 2022 and held it in 6 quarters.
  • Calamos Wealth Management's American Electric Power Company, Inc. Corporate Units position peaked at $850K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q3 2023.

Based on Calamos Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.