Kavar Capital Partners Group’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
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

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.