Rational Advisors’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
-76,300
Closed -$3.79M 311
2023
Q2
$3.79M Buy
76,300
+12,200
+19% +$608K 0.31% 30
2023
Q1
$3.23M Buy
+64,100
New +$3.24M 0.26% 39

Rational Advisors's AEPPZ Position: Q3 2023 in Review

Rational Advisors sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q3 2023, closing a stake of 76,300 shares — an estimated $3.79M sold.

Rational Advisors first reported a position in AEPPZ in Q1 2023 and held it in 2 quarters. The position peaked at $3.79M in Q2 2023. 0 funds tracked by Wall St. Rank hold AEPPZ as of Q3 2023.

  • Rational Advisors reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Rational Advisors sold 76,300 American Electric Power Company, Inc. Corporate Units shares in Q3 2023, an estimated $3.79M.
  • Rational Advisors first reported a position in American Electric Power Company, Inc. Corporate Units in Q1 2023 and held it in 2 quarters.
  • Rational Advisors's American Electric Power Company, Inc. Corporate Units position peaked at $3.79M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q3 2023.

Based on Rational Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.