Kavar Capital Partners Group’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Kavar Capital Partners Group’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 Q2	–	Sell	-16,600	Closed	-$836K	–	165
2023 Q1	$836K	Buy	+16,600	New	+$840K	0.18%	89
2022 Q3	–	Sell	-18,600	Closed	-$1.01M	–	164
2022 Q2	$1.01M	Buy	+18,600	New	+$1.03M	0.23%	82
2021 Q4	–	Sell	-17,100	Closed	-$850K	–	176
2021 Q3	$850K	Buy	+17,100	New	+$896K	0.19%	96
2021 Q1	–	Sell	-14,600	Closed	-$739K	–	157
2020 Q4	$739K	Buy	14,600 +2,850	+24%	+$147K	0.21%	91
2020 Q3	$576K	Buy	+11,750	New	+$573K	0.19%	90

Other funds holding AEPPZ

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Kavar Capital Partners Group's AEPPZ Position: Q2 2023 in Review

Kavar Capital Partners Group sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q2 2023, closing a stake of 16,600 shares — an estimated $836K sold.

Kavar Capital Partners Group first reported a position in AEPPZ in Q3 2020 and held it in 5 quarters. The position peaked at $1.01M in Q2 2022. 46 funds tracked by Wall St. Rank hold AEPPZ as of Q2 2023.

Kavar Capital Partners Group reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q2 2023 after selling out during the quarter.
Kavar Capital Partners Group sold 16,600 American Electric Power Company, Inc. Corporate Units shares in Q2 2023, an estimated $836K.
Kavar Capital Partners Group first reported a position in American Electric Power Company, Inc. Corporate Units in Q3 2020 and held it in 5 quarters.
Kavar Capital Partners Group's American Electric Power Company, Inc. Corporate Units position peaked at $1.01M in Q2 2022.
46 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q2 2023.

Based on Kavar Capital Partners Group's 13F filing for Q2 2023, filed 7 Aug 2023.