AA
AEL

Advisory Alpha’s American Equity Investment Life Holding Company AEL Stock Holding History

Advisory Alpha’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
2024
Q2 		– Sell
-13,926
Closed -$783K – 418
2024
Q1 		$783K Buy
+13,926
New +$774K 0.03% 179

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Advisory Alpha's AEL Position: Q2 2024 in Review

Advisory Alpha sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 13,926 shares — an estimated $783K sold.

Advisory Alpha first reported a position in AEL in Q1 2024 and held it in 1 quarter. The position peaked at $783K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Advisory Alpha reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Advisory Alpha sold 13,926 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $783K.
  • Advisory Alpha first reported a position in American Equity Investment Life Holding Company in Q1 2024 and held it in 1 quarter.
  • Advisory Alpha's American Equity Investment Life Holding Company position peaked at $783K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Advisory Alpha's 13F filing for Q2 2024, filed 21 Aug 2024.