SPIA
AEPPZ

Steward Partners Investment Advisory’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Steward Partners Investment Advisory’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
-18,500
Closed -$919K – 3477
2023
Q2 		$919K Buy
18,500
+150
+0.8% +$7.47K 0.01% 714
2023
Q1 		$924K Buy
18,350
+900
+5% +$45.5K 0.01% 723
2022
Q4 		$900K Buy
17,450
+1,950
+13% +$99.2K 0.02% 701
2022
Q3 		$767K Sell
15,500
-200
-1% -$10.9K 0.01% 719
2022
Q2 		$852K Buy
15,700
+900
+6% +$50K 0.02% 683
2022
Q1 		$827K Buy
14,800
+550
+4% +$29.3K 0.01% 744
2021
Q4 		$750K Buy
14,250
+2,700
+23% +$137K 0.01% 795
2021
Q3 		$574K Buy
11,550
+7,725
+202% +$405K 0.01% 862
2021
Q2 		$196K Buy
3,825
+1,100
+40% +$55.7K ﹤0.01% 1560
2021
Q1 		$133K Buy
+2,725
New +$132K ﹤0.01% 1473

Steward Partners Investment Advisory's AEPPZ Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q3 2023, closing a stake of 18,500 shares — an estimated $919K sold.

Steward Partners Investment Advisory first reported a position in AEPPZ in Q1 2021 and held it in 10 quarters. The position peaked at $924K in Q1 2023. 0 funds tracked by Wall St. Rank hold AEPPZ as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 18,500 American Electric Power Company, Inc. Corporate Units shares in Q3 2023, an estimated $919K.
  • Steward Partners Investment Advisory first reported a position in American Electric Power Company, Inc. Corporate Units in Q1 2021 and held it in 10 quarters.
  • Steward Partners Investment Advisory's American Electric Power Company, Inc. Corporate Units position peaked at $924K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.