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Trinity Legacy Partners’s American Electric Power AEP Stock Holding History

Trinity Legacy Partners’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,572
Closed -$234K – 83
2023
Q1 		$234K Buy
+2,572
New +$235K 0.09% 76

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Morgan Stanley
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Ameriprise
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Trinity Legacy Partners's AEP Position: Q2 2023 in Review

Trinity Legacy Partners sold out of American Electric Power (AEP) in Q2 2023, closing a stake of 2,572 shares — an estimated $234K sold.

Trinity Legacy Partners first reported a position in AEP in Q1 2023 and held it in 1 quarter. The position peaked at $234K in Q1 2023. 1,307 funds tracked by Wall St. Rank hold AEP as of Q2 2023.

  • Trinity Legacy Partners reported no remaining American Electric Power position as of Q2 2023 after selling out during the quarter.
  • Trinity Legacy Partners sold 2,572 American Electric Power shares in Q2 2023, an estimated $234K.
  • Trinity Legacy Partners first reported a position in American Electric Power in Q1 2023 and held it in 1 quarter.
  • Trinity Legacy Partners's American Electric Power position peaked at $234K in Q1 2023.
  • 1,307 funds tracked by Wall St. Rank held American Electric Power as of Q2 2023.

Based on Trinity Legacy Partners's 13F filing for Q2 2023, filed 10 Jul 2023.