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

Accel 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 Q2	–	Sell	-1,100	Closed	-$40.1K	–	926
2023 Q1	$40.1K	Hold	1,100	–	–	0.02%	528
2022 Q4	$50.2K	Sell	1,100 -100	-8%	-$4.03K	0.02%	360
2022 Q3	$48K	Hold	1,200	–	–	0.03%	380
2022 Q2	$41K	Sell	1,200 -100	-8%	-$3.81K	0.02%	392
2022 Q1	$51K	Hold	1,300	–	–	0.03%	381
2021 Q4	$51K	Hold	1,300	–	–	0.03%	383
2021 Q3	$38K	Sell	1,300 -150	-10%	-$4.68K	0.02%	377
2021 Q2	$47K	Buy	+1,450	New	+$45.8K	0.03%	352

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accel Wealth Management's AEL Position: Q2 2023 in Review

Accel Wealth Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2023, closing a stake of 1,100 shares — an estimated $40.1K sold.

Accel Wealth Management first reported a position in AEL in Q2 2021 and held it in 8 quarters. The position peaked at $51K in Q1 2022. 258 funds tracked by Wall St. Rank hold AEL as of Q2 2023.

Accel Wealth Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,100 American Equity Investment Life Holding Company shares in Q2 2023, an estimated $40.1K.
Accel Wealth Management first reported a position in American Equity Investment Life Holding Company in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's American Equity Investment Life Holding Company position peaked at $51K in Q1 2022.
258 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.