AP
AEL

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

Advisor Partners’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
2022
Q2 		$215K Buy
5,885
+79
+1% +$3.01K 0.02% 756
2022
Q1 		$232K Buy
5,806
+49
+0.9% +$1.97K 0.01% 765
2021
Q4 		$225K Buy
+5,757
New +$201K 0.01% 776

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Partners's AEL Position: Q2 2022 in Review

Advisor Partners increased its American Equity Investment Life Holding Company (AEL) stake by 1.4% in Q2 2022, buying an estimated $3.01K and bringing the position to 5,885 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #756.

Advisor Partners first reported a position in AEL in Q4 2021 and has held it in 3 quarters since. The position peaked at $232K in Q1 2022. 239 funds tracked by Wall St. Rank hold AEL as of Q2 2022.

  • Advisor Partners held 5,885 shares of American Equity Investment Life Holding Company worth $215K as of Q2 2022.
  • Advisor Partners bought 79 American Equity Investment Life Holding Company shares in Q2 2022, an estimated $3.01K.
  • American Equity Investment Life Holding Company made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #756 holding.
  • Advisor Partners first reported a position in American Equity Investment Life Holding Company in Q4 2021 and has held it in 3 quarters since.
  • Advisor Partners's American Equity Investment Life Holding Company position peaked at $232K in Q1 2022.
  • 239 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.