Catalyst Wealth Management’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$758K Buy
8,336
+1,859
+29% +$170K 0.71% 56
2022
Q4
$615K Buy
+6,477
New +$590K 0.58% 62

Other funds holding AEP

Catalyst Wealth Management's AEP Position: Q1 2023 in Review

Catalyst Wealth Management increased its American Electric Power (AEP) stake by 29% in Q1 2023, buying an estimated $170K and bringing the position to 8,336 shares worth $758K. The position accounts for 0.71% of the portfolio, ranked #56.

Catalyst Wealth Management first reported a position in AEP in Q4 2022 and has held it in 2 quarters since. 1,354 funds tracked by Wall St. Rank hold AEP as of Q1 2023.

  • Catalyst Wealth Management held 8,336 shares of American Electric Power worth $758K as of Q1 2023.
  • Catalyst Wealth Management bought 1,859 American Electric Power shares in Q1 2023, an estimated $170K.
  • American Electric Power made up 0.71% of Catalyst Wealth Management's portfolio in Q1 2023, its #56 holding.
  • Catalyst Wealth Management first reported a position in American Electric Power in Q4 2022 and has held it in 2 quarters since.
  • 1,354 funds tracked by Wall St. Rank held American Electric Power as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.