AWA
AEL

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

Arkadios Wealth 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
Q1 		– Sell
-5,594
Closed -$312K – 792
2023
Q4 		$312K Buy
+5,594
New +$304K 0.03% 514

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

Arkadios Wealth Advisors's AEL Position: Q1 2024 in Review

Arkadios Wealth Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 5,594 shares — an estimated $312K sold.

Arkadios Wealth Advisors first reported a position in AEL in Q4 2023 and held it in 1 quarter. The position peaked at $312K in Q4 2023. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • Arkadios Wealth Advisors reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 5,594 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $312K.
  • Arkadios Wealth Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2023 and held it in 1 quarter.
  • Arkadios Wealth Advisors's American Equity Investment Life Holding Company position peaked at $312K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.