DAS
AEPPZ

Dynamic Advisor Solutions’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Dynamic Advisor Solutions’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
-4,544
Closed -$226K – 893
2023
Q2 		$226K Buy
4,544
+180
+4% +$8.97K 0.01% 705
2023
Q1 		$220K Buy
4,364
+133
+3% +$6.73K 0.01% 675
2022
Q4 		$218K Sell
4,231
-409
-9% -$20.8K 0.01% 645
2022
Q3 		$230K Sell
4,640
-1,057
-19% -$57.8K 0.02% 594
2022
Q2 		$309K Sell
5,697
-374
-6% -$20.8K 0.02% 521
2022
Q1 		$339K Sell
6,071
-758
-11% -$40.3K 0.02% 533
2021
Q4 		$359K Buy
6,829
+430
+7% +$21.9K 0.03% 515
2021
Q3 		$318K Sell
6,399
-566
-8% -$29.6K 0.02% 563
2021
Q2 		$357K Buy
6,965
+576
+9% +$29.2K 0.03% 502
2021
Q1 		$312K Buy
+6,389
New +$308K 0.03% 490

Dynamic Advisor Solutions's AEPPZ Position: Q3 2023 in Review

Dynamic Advisor Solutions sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q3 2023, closing a stake of 4,544 shares — an estimated $226K sold.

Dynamic Advisor Solutions first reported a position in AEPPZ in Q1 2021 and held it in 10 quarters. The position peaked at $359K in Q4 2021. 0 funds tracked by Wall St. Rank hold AEPPZ as of Q3 2023.

  • Dynamic Advisor Solutions reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,544 American Electric Power Company, Inc. Corporate Units shares in Q3 2023, an estimated $226K.
  • Dynamic Advisor Solutions first reported a position in American Electric Power Company, Inc. Corporate Units in Q1 2021 and held it in 10 quarters.
  • Dynamic Advisor Solutions's American Electric Power Company, Inc. Corporate Units position peaked at $359K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q3 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2023, filed 11 Oct 2023.