Morgan Stanley’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
Q3
Sell
-12,562
Closed -$620K 7793
2023
Q2
$620K Buy
12,562
+1,945
+18% +$96.9K ﹤0.01% 5109
2023
Q1
$535K Sell
10,617
-121
-1% -$6.12K ﹤0.01% 5215
2022
Q4
$557K Sell
10,738
-23,813
-69% -$1.21M ﹤0.01% 5190
2022
Q3
$1.69M Sell
34,551
-22,809
-40% -$1.25M ﹤0.01% 4548
2022
Q2
$3.09M Sell
57,360
-40,182
-41% -$2.23M ﹤0.01% 4175
2022
Q1
$5.47M Buy
97,542
+60,805
+166% +$3.24M ﹤0.01% 3594
2021
Q4
$1.92M Sell
36,737
-21,252
-37% -$1.08M ﹤0.01% 4623
2021
Q3
$2.87M Buy
57,989
+45,519
+365% +$2.38M ﹤0.01% 4271
2021
Q2
$637K Buy
12,470
+2,258
+22% +$114K ﹤0.01% 5378
2021
Q1
$501K Sell
10,212
-17,600
-63% -$849K ﹤0.01% 5151
2020
Q4
$1.39M Sell
27,812
-24,688
-47% -$1.27M ﹤0.01% 4450
2020
Q3
$2.6M Buy
+52,500
New +$2.56M ﹤0.01% 3424

Morgan Stanley's AEPPZ Position: Q3 2023 in Review

Morgan Stanley sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q3 2023, closing a stake of 12,562 shares — an estimated $620K sold.

Morgan Stanley first reported a position in AEPPZ in Q3 2020 and held it in 12 quarters. The position peaked at $5.47M in Q1 2022. 0 funds tracked by Wall St. Rank hold AEPPZ as of Q3 2023.

  • Morgan Stanley reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Morgan Stanley sold 12,562 American Electric Power Company, Inc. Corporate Units shares in Q3 2023, an estimated $620K.
  • Morgan Stanley first reported a position in American Electric Power Company, Inc. Corporate Units in Q3 2020 and held it in 12 quarters.
  • Morgan Stanley's American Electric Power Company, Inc. Corporate Units position peaked at $5.47M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q3 2023.

Based on Morgan Stanley's 13F filing for Q3 2023, filed 15 Nov 2023.