Antonetti Capital Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Antonetti Capital 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
2023 Q3	$32.2K	Hold	600	–	–	0.05%	126
2023 Q2	$31.3K	Hold	600	–	–	0.05%	129
2023 Q1	$21.9K	Hold	600	–	–	0.03%	163
2022 Q4	$27.4K	Hold	600	–	–	0.04%	143
2022 Q3	$22K	Hold	600	–	–	0.03%	161
2022 Q2	$22K	Hold	600	–	–	0.02%	168
2022 Q1	$24K	Hold	600	–	–	0.02%	191
2021 Q4	$23K	Hold	600	–	–	0.02%	234
2021 Q3	$18K	Buy	+600	New	+$18.7K	0.01%	265

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFM

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

Antonetti Capital Management's AEL Position: Q3 2023 in Review

Antonetti Capital Management held its American Equity Investment Life Holding Company (AEL) position steady in Q3 2023 at 600 shares worth $32.2K. The position accounts for 0.05% of the portfolio, ranked #126.

Antonetti Capital Management first reported a position in AEL in Q3 2021 and has held it in 9 quarters since. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

Antonetti Capital Management held 600 shares of American Equity Investment Life Holding Company worth $32.2K as of Q3 2023.
Antonetti Capital Management left its American Equity Investment Life Holding Company share count unchanged in Q3 2023.
American Equity Investment Life Holding Company made up 0.05% of Antonetti Capital Management's portfolio in Q3 2023, its #126 holding.
Antonetti Capital Management first reported a position in American Equity Investment Life Holding Company in Q3 2021 and has held it in 9 quarters since.
249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.