AF
AEL

Allworth Financial’s American Equity Investment Life Holding Company AEL Stock Holding History

Allworth Financial’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
-23
Closed -$1.29K – 3831
2024
Q1 		$1.29K Hold
23
– – ﹤0.01% 2991
2023
Q4 		$1.28K Hold
23
– – ﹤0.01% 2863
2023
Q3 		$1.23K Buy
+23
New +$1.23K ﹤0.01% 2758
2023
Q2 		– Sell
-32
Closed -$1.17K – 3416
2023
Q1 		$1.17K Hold
32
– – ﹤0.01% 2615
2022
Q4 		$1.46K Buy
+32
New +$1.29K ﹤0.01% 2350

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 $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Allworth Financial's AEL Position: Q2 2024 in Review

Allworth Financial sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 23 shares — an estimated $1.29K sold.

Allworth Financial first reported a position in AEL in Q4 2022 and held it in 5 quarters. The position peaked at $1.46K in Q4 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Allworth Financial reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 23 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.29K.
  • Allworth Financial first reported a position in American Equity Investment Life Holding Company in Q4 2022 and held it in 5 quarters.
  • Allworth Financial's American Equity Investment Life Holding Company position peaked at $1.46K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.