AWM
AEL

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

AE 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
2024
Q1 		– Sell
-9,946
Closed -$552K – 2068
2023
Q4 		$552K Sell
9,946
-263
-3% -$14.3K ﹤0.01% 1384
2023
Q3 		$548K Sell
10,209
-1,945
-16% -$104K ﹤0.01% 1331
2023
Q2 		$633K Sell
12,154
-146
-1% -$5.87K ﹤0.01% 1269
2023
Q1 		$449K Buy
12,300
+59
+0.5% +$2.51K ﹤0.01% 1395
2022
Q4 		$558K Buy
12,241
+60
+0.5% +$2.42K ﹤0.01% 1259
2022
Q3 		$454K Buy
12,181
+38
+0.3% +$1.43K ﹤0.01% 1309
2022
Q2 		$444K Buy
12,143
+3,611
+42% +$137K ﹤0.01% 1265
2022
Q1 		$341K Buy
8,532
+2,763
+48% +$111K ﹤0.01% 1372
2021
Q4 		$225K Sell
5,769
-3,290
-36% -$115K ﹤0.01% 1564
2021
Q3 		$268K Buy
9,059
+2,859
+46% +$89.2K ﹤0.01% 1408
2021
Q2 		$200K Sell
6,200
-725
-10% -$22.9K ﹤0.01% 1501
2021
Q1 		$218K Buy
+6,925
New +$206K ﹤0.01% 1375
2020
Q4 		– Sell
-18,471
Closed -$406K – 1451
2020
Q3 		$406K Sell
18,471
-6,365
-26% -$152K 0.01% 942
2020
Q2 		$614K Buy
24,836
+6,734
+37% +$140K 0.01% 784
2020
Q1 		$340K Sell
18,102
-32
-0.2% -$816 0.01% 845
2019
Q4 		$543K Buy
18,134
+2,462
+16% +$66.8K 0.01% 715
2019
Q3 		$379K Sell
15,672
-79
-0.5% -$1.91K 0.01% 693
2019
Q2 		$428K Buy
15,751
+1,933
+14% +$55.3K 0.01% 627
2019
Q1 		$373K Buy
+13,818
New +$419K 0.03% 412
2018
Q4 		– Sell
-11,307
Closed -$400K – 615
2018
Q3 		$400K Buy
11,307
+1,818
+19% +$65.7K 0.02% 379
2018
Q2 		$342K Sell
9,489
-759
-7% -$24.5K 0.02% 313
2018
Q1 		$301K Buy
+10,248
New +$328K 0.02% 326

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
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
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

AE Wealth Management's AEL Position: Q1 2024 in Review

AE Wealth Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 9,946 shares — an estimated $552K sold.

AE Wealth Management first reported a position in AEL in Q1 2018 and held it in 22 quarters. The position peaked at $633K in Q2 2023. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • AE Wealth Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 9,946 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $552K.
  • AE Wealth Management first reported a position in American Equity Investment Life Holding Company in Q1 2018 and held it in 22 quarters.
  • AE Wealth Management's American Equity Investment Life Holding Company position peaked at $633K in Q2 2023.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.