AA
AEL

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

ALPS 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
2023
Q1 		– Sell
-8,478
Closed -$387K – 1154
2022
Q4 		$387K Sell
8,478
-42
-0.5% -$1.69K ﹤0.01% 688
2022
Q3 		$318K Buy
+8,520
New +$320K ﹤0.01% 698
2020
Q3 		– Sell
-13,060
Closed -$323K – 957
2020
Q2 		$323K Sell
13,060
-1,452
-10% -$30.3K ﹤0.01% 537
2020
Q1 		$273K Buy
+14,512
New +$370K ﹤0.01% 511
2019
Q1 		– Sell
-12,772
Closed -$357K – 1027
2018
Q4 		$357K Sell
12,772
-519
-4% -$16.7K ﹤0.01% 690
2018
Q3 		$470K Sell
13,291
-7,085
-35% -$256K ﹤0.01% 777
2018
Q2 		$734K Buy
20,376
+1,728
+9% +$55.7K ﹤0.01% 420
2018
Q1 		$548K Buy
18,648
+11,387
+157% +$365K ﹤0.01% 464
2017
Q4 		$223K Buy
+7,261
New +$220K ﹤0.01% 801
2016
Q1 		– Sell
-20,537
Closed -$494K – 776
2015
Q4 		$494K Hold
20,537
– – ﹤0.01% 463
2015
Q3 		$4.79K Buy
20,537
+2,310
+13% +$59.5K 0.01% 484
2015
Q2 		$492K Buy
18,227
+283
+2% +$7.75K ﹤0.01% 530
2015
Q1 		$523K Buy
+17,944
New +$503K ﹤0.01% 448
2014
Q3 		– Sell
-25,380
Closed -$624K – 715
2014
Q2 		$624K Buy
25,380
+636
+3% +$14.7K 0.01% 324
2014
Q1 		$584K Buy
24,744
+1,458
+6% +$33.6K 0.01% 342
2013
Q4 		$511K Buy
23,286
+11,298
+94% +$257K 0.01% 356
2013
Q3 		$254K Buy
+11,988
New +$229K ﹤0.01% 360

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ALPS Advisors's AEL Position: Q1 2023 in Review

ALPS Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q1 2023, closing a stake of 8,478 shares — an estimated $387K sold.

ALPS Advisors first reported a position in AEL in Q3 2013 and held it in 17 quarters. The position peaked at $734K in Q2 2018. 257 funds tracked by Wall St. Rank hold AEL as of Q1 2023.

  • ALPS Advisors reported no remaining American Equity Investment Life Holding Company position as of Q1 2023 after selling out during the quarter.
  • ALPS Advisors sold 8,478 American Equity Investment Life Holding Company shares in Q1 2023, an estimated $387K.
  • ALPS Advisors first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 17 quarters.
  • ALPS Advisors's American Equity Investment Life Holding Company position peaked at $734K in Q2 2018.
  • 257 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2023.

Based on ALPS Advisors's 13F filing for Q1 2023, filed 10 May 2023.