API
AEL

Advisor Partners II’s American Equity Investment Life Holding Company AEL Stock Holding History

Advisor Partners II’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
Q3 		$345K Buy
6,435
+143
+2% +$7.65K 0.01% 881
2023
Q2 		$328K Buy
6,292
+380
+6% +$15.3K 0.02% 753
2023
Q1 		$216K Sell
5,912
-81
-1% -$3.44K 0.01% 895
2022
Q4 		$273K Sell
5,993
-210
-3% -$8.46K 0.02% 718
2022
Q3 		$231K Buy
+6,203
New +$233K 0.02% 710

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Advisor Partners II's AEL Position: Q3 2023 in Review

Advisor Partners II increased its American Equity Investment Life Holding Company (AEL) stake by 2.3% in Q3 2023, buying an estimated $7.65K and bringing the position to 6,435 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #881.

Advisor Partners II first reported a position in AEL in Q3 2022 and has held it in 5 quarters since. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

  • Advisor Partners II held 6,435 shares of American Equity Investment Life Holding Company worth $345K as of Q3 2023.
  • Advisor Partners II bought 143 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $7.65K.
  • American Equity Investment Life Holding Company made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #881 holding.
  • Advisor Partners II first reported a position in American Equity Investment Life Holding Company in Q3 2022 and has held it in 5 quarters since.
  • 249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.