AWM
AEL

Abound Wealth Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Abound Wealth Management’s Portfolio AEL Stock Details AEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7
Closed -$376 – 1410
2023
Q3 		$376 Hold
7
– – ﹤0.01% 914
2023
Q2 		$365 Buy
+7
New +$281 ﹤0.01% 972

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Wealth Management's AEL Position: Q4 2023 in Review

Abound Wealth Management sold out of American Equity Investment Life Holding Company (AEL) in Q4 2023, closing a stake of 7 shares — an estimated $376 sold.

Abound Wealth Management first reported a position in AEL in Q2 2023 and held it in 2 quarters. The position peaked at $376 in Q3 2023. 250 funds tracked by Wall St. Rank hold AEL as of Q4 2023.

  • Abound Wealth Management reported no remaining American Equity Investment Life Holding Company position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 7 American Equity Investment Life Holding Company shares in Q4 2023, an estimated $376.
  • Abound Wealth Management first reported a position in American Equity Investment Life Holding Company in Q2 2023 and held it in 2 quarters.
  • Abound Wealth Management's American Equity Investment Life Holding Company position peaked at $376 in Q3 2023.
  • 250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.