Cary Street Partners Investment Advisory’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio AEPPZ Stock Details AEPPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,450	Closed	-$72K	–	1939
2023 Q2	$72K	Hold	1,450	–	–	﹤0.01%	730
2023 Q1	$73K	Hold	1,450	–	–	0.01%	663
2022 Q4	$74.8K	Buy	+1,450	New	+$73.7K	0.01%	647

Cary Street Partners Investment Advisory's AEPPZ Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q3 2023, closing a stake of 1,450 shares — an estimated $72K sold.

Cary Street Partners Investment Advisory first reported a position in AEPPZ in Q4 2022 and held it in 3 quarters. The position peaked at $74.8K in Q4 2022. 0 funds tracked by Wall St. Rank hold AEPPZ as of Q3 2023.

Cary Street Partners Investment Advisory reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q3 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,450 American Electric Power Company, Inc. Corporate Units shares in Q3 2023, an estimated $72K.
Cary Street Partners Investment Advisory first reported a position in American Electric Power Company, Inc. Corporate Units in Q4 2022 and held it in 3 quarters.
Cary Street Partners Investment Advisory's American Electric Power Company, Inc. Corporate Units position peaked at $74.8K in Q4 2022.
0 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.