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

Advisory Services Network’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 Q1	–	Sell	-265	Closed	-$14.8K	–	3855
2023 Q4	$14.8K	Buy	+265	New	+$14.4K	﹤0.01%	2677
2023 Q1	–	Sell	-16,732	Closed	-$763K	–	4161
2022 Q4	$763K	Buy	+16,732	New	+$674K	0.02%	684
2020 Q4	–	Sell	-676	Closed	-$15K	–	3809
2020 Q3	$15K	Buy	+676	New	+$16.1K	﹤0.01%	2221
2020 Q2	–	Sell	-738	Closed	-$14K	–	2877
2020 Q1	$14K	Buy	738 +221	+43%	+$5.64K	﹤0.01%	2091
2019 Q4	$15K	Buy	517 +17	+3%	+$461	﹤0.01%	2168
2019 Q3	$14K	Hold	500	–	–	﹤0.01%	2019
2019 Q2	$14K	Hold	500	–	–	﹤0.01%	2017
2019 Q1	$14K	Sell	500 -234	-32%	-$7.09K	﹤0.01%	1747
2018 Q4	$21K	Sell	734 -228	-24%	-$7.33K	﹤0.01%	1490
2018 Q3	$34K	Hold	962	–	–	﹤0.01%	1374
2018 Q2	$34K	Hold	962	–	–	﹤0.01%	1350
2018 Q1	$28K	Buy	962 +734	+322%	+$23.5K	﹤0.01%	1526
2017 Q4	$7K	Buy	+228	New	+$6.91K	﹤0.01%	1986
2014 Q1	–	Sell	-129	Closed	-$3K	–	849
2013 Q4	$3K	Buy	+129	New	+$2.94K	﹤0.01%	953

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

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

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Advisory Services Network's AEL Position: Q1 2024 in Review

Advisory Services Network sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 265 shares — an estimated $14.8K sold.

Advisory Services Network first reported a position in AEL in Q4 2013 and held it in 14 quarters. The position peaked at $763K in Q4 2022. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

Advisory Services Network reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 265 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $14.8K.
Advisory Services Network first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 14 quarters.
Advisory Services Network's American Equity Investment Life Holding Company position peaked at $763K in Q4 2022.
244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.