Laffer Tengler Investments’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Laffer Tengler Investments’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	-19,000	Closed	-$940K	–	406
2023 Q2	$940K	Hold	19,000	–	–	0.25%	102
2023 Q1	$956K	Hold	19,000	–	–	0.26%	102
2022 Q4	$986K	Hold	19,000	–	–	0.28%	98
2022 Q3	$936K	Hold	19,000	–	–	0.34%	93
2022 Q2	$1.03M	Hold	19,000	–	–	0.36%	94
2022 Q1	$1.07M	Buy	19,000 +1,000	+6%	+$53.2K	0.32%	102
2021 Q4	$944K	Hold	18,000	–	–	0.27%	109
2021 Q3	$894K	Hold	18,000	–	–	0.26%	116
2021 Q2	$911K	Hold	18,000	–	–	0.34%	95
2021 Q1	$883K	Hold	18,000	–	–	0.33%	89
2020 Q4	$892K	Buy	+18,000	New	+$926K	0.38%	81

Laffer Tengler Investments's AEPPZ Position: Q3 2023 in Review

Laffer Tengler Investments sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q3 2023, closing a stake of 19,000 shares — an estimated $940K sold.

Laffer Tengler Investments first reported a position in AEPPZ in Q4 2020 and held it in 11 quarters. The position peaked at $1.07M in Q1 2022. 0 funds tracked by Wall St. Rank hold AEPPZ as of Q3 2023.

Laffer Tengler Investments reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q3 2023 after selling out during the quarter.
Laffer Tengler Investments sold 19,000 American Electric Power Company, Inc. Corporate Units shares in Q3 2023, an estimated $940K.
Laffer Tengler Investments first reported a position in American Electric Power Company, Inc. Corporate Units in Q4 2020 and held it in 11 quarters.
Laffer Tengler Investments's American Electric Power Company, Inc. Corporate Units position peaked at $1.07M in Q1 2022.
0 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.