AlphaMark Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

AlphaMark Advisors’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	-5,456	Closed	-$307K	–	851
2024 Q1	$307K	Buy	5,456 +921	+20%	+$51.2K	0.11%	154
2023 Q4	$253K	Sell	4,535 -445	-9%	-$24.2K	0.1%	192
2023 Q3	$267K	Buy	+4,980	New	+$266K	0.11%	124

Other funds holding AEL

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

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

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

AlphaMark Advisors's AEL Position: Q2 2024 in Review

AlphaMark Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 5,456 shares — an estimated $307K sold.

AlphaMark Advisors first reported a position in AEL in Q3 2023 and held it in 3 quarters. The position peaked at $307K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

AlphaMark Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
AlphaMark Advisors sold 5,456 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $307K.
AlphaMark Advisors first reported a position in American Equity Investment Life Holding Company in Q3 2023 and held it in 3 quarters.
AlphaMark Advisors's American Equity Investment Life Holding Company position peaked at $307K in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on AlphaMark Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.