Kestra Private Wealth Services’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Kestra Private Wealth Services’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
2022 Q3	–	Sell	-11,108	Closed	-$603K	–	975
2022 Q2	$603K	Buy	11,108 +208	+2%	+$11.6K	0.03%	453
2022 Q1	$609K	Hold	10,900	–	–	0.03%	511
2021 Q4	$573K	Buy	10,900 +1,500	+16%	+$76.2K	0.03%	545
2021 Q3	$467K	Hold	9,400	–	–	0.03%	559
2021 Q2	$482K	Hold	9,400	–	–	0.03%	516
2021 Q1	$459K	Buy	9,400 +100	+1%	+$4.83K	0.03%	472
2020 Q4	$461K	Buy	+9,300	New	+$479K	0.03%	453

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

ACM

Advent Capital Management New York $3.63B AUM 0.29% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Private Wealth Services's AEPPZ Position: Q3 2022 in Review

Kestra Private Wealth Services sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q3 2022, closing a stake of 11,108 shares — an estimated $603K sold.

Kestra Private Wealth Services first reported a position in AEPPZ in Q4 2020 and held it in 7 quarters. The position peaked at $609K in Q1 2022. 46 funds tracked by Wall St. Rank hold AEPPZ as of Q3 2022.

Kestra Private Wealth Services reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q3 2022 after selling out during the quarter.
Kestra Private Wealth Services sold 11,108 American Electric Power Company, Inc. Corporate Units shares in Q3 2022, an estimated $603K.
Kestra Private Wealth Services first reported a position in American Electric Power Company, Inc. Corporate Units in Q4 2020 and held it in 7 quarters.
Kestra Private Wealth Services's American Electric Power Company, Inc. Corporate Units position peaked at $609K in Q1 2022.
46 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q3 2022.

Based on Kestra Private Wealth Services's 13F filing for Q3 2022, filed 14 Nov 2022.