Bank of America
AEL

Bank of America’s American Equity Investment Life Holding Company AEL Stock Holding History

Bank of America’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
-285,113
Closed -$16M – 8555
2024
Q1 		$16M Buy
285,113
+53,006
+23% +$2.95M ﹤0.01% 2492
2023
Q4 		$13M Sell
232,107
-103,330
-31% -$5.62M ﹤0.01% 2601
2023
Q3 		$18M Buy
335,437
+87,294
+35% +$4.67M ﹤0.01% 2142
2023
Q2 		$12.9M Sell
248,143
-73,599
-23% -$2.96M ﹤0.01% 2453
2023
Q1 		$11.7M Sell
321,742
-85,427
-21% -$3.63M ﹤0.01% 2660
2022
Q4 		$18.6M Sell
407,169
-37,077
-8% -$1.49M ﹤0.01% 2087
2022
Q3 		$16.6M Sell
444,246
-12,755
-3% -$479K ﹤0.01% 2124
2022
Q2 		$16.7M Buy
457,001
+17,437
+4% +$664K ﹤0.01% 2179
2022
Q1 		$17.5M Sell
439,564
-71,459
-14% -$2.88M ﹤0.01% 2269
2021
Q4 		$19.9M Sell
511,023
-88,763
-15% -$3.09M ﹤0.01% 2215
2021
Q3 		$17.7M Sell
599,786
-34,786
-5% -$1.09M ﹤0.01% 2281
2021
Q2 		$20.5M Sell
634,572
-153,406
-19% -$4.84M ﹤0.01% 2117
2021
Q1 		$24.8M Buy
787,978
+133,978
+20% +$3.99M ﹤0.01% 1853
2020
Q4 		$18.1M Sell
654,000
-444,738
-40% -$12.3M ﹤0.01% 1987
2020
Q3 		$24.2M Sell
1,098,738
-21,736
-2% -$519K ﹤0.01% 1555
2020
Q2 		$27.7M Buy
1,120,474
+3,832
+0.3% +$79.9K ﹤0.01% 1385
2020
Q1 		$21M Buy
1,116,642
+6,058
+0.5% +$155K ﹤0.01% 1470
2019
Q4 		$33.2M Sell
1,110,584
-90,433
-8% -$2.45M ﹤0.01% 1454
2019
Q3 		$29.1M Buy
1,201,017
+65,129
+6% +$1.57M ﹤0.01% 1511
2019
Q2 		$30.9M Sell
1,135,888
-178,308
-14% -$5.1M ﹤0.01% 1486
2019
Q1 		$35.5M Sell
1,314,196
-93,927
-7% -$2.85M 0.01% 1357
2018
Q4 		$39.3M Buy
1,408,123
+116,959
+9% +$3.76M 0.01% 1162
2018
Q3 		$45.7M Sell
1,291,164
-281,961
-18% -$10.2M 0.01% 1169
2018
Q2 		$56.6M Buy
1,573,125
+71,342
+5% +$2.3M 0.01% 1009
2018
Q1 		$44.1M Buy
1,501,783
+242,223
+19% +$7.75M 0.01% 1134
2017
Q4 		$38.7M Sell
1,259,560
-708,232
-36% -$21.5M 0.01% 1272
2017
Q3 		$57.2M Buy
1,967,792
+515,782
+36% +$14.2M 0.01% 1051
2017
Q2 		$38.2M Buy
1,452,010
+88,525
+6% +$2.16M 0.01% 1213
2017
Q1 		$32.2M Buy
1,363,485
+554,672
+69% +$13.8M 0.01% 1345
2016
Q4 		$18.2M Buy
808,813
+119,678
+17% +$2.39M ﹤0.01% 1753
2016
Q3 		$12.2M Buy
689,135
+13,438
+2% +$222K ﹤0.01% 2055
2016
Q2 		$9.63M Buy
675,697
+32,786
+5% +$495K ﹤0.01% 2225
2016
Q1 		$10.8M Buy
642,911
+46,871
+8% +$760K ﹤0.01% 2079
2015
Q4 		$14.3M Buy
596,040
+88,220
+17% +$2.25M ﹤0.01% 1927
2015
Q3 		$11.8M Buy
507,820
+404,828
+393% +$10.4M ﹤0.01% 2072
2015
Q2 		$2.78M Buy
102,992
+87,311
+557% +$2.39M ﹤0.01% 3145
2015
Q1 		$457K Sell
15,681
-36,826
-70% -$1.03M ﹤0.01% 4379
2014
Q4 		$1.53M Buy
52,507
+23,414
+80% +$609K ﹤0.01% 3645
2014
Q3 		$666K Sell
29,093
-1,083
-4% -$25.5K ﹤0.01% 4330
2014
Q2 		$742K Sell
30,176
-6,532
-18% -$151K ﹤0.01% 4246
2014
Q1 		$867K Sell
36,708
-30,032
-45% -$692K ﹤0.01% 4053
2013
Q4 		$1.76M Sell
66,740
-808
-1% -$18.4K ﹤0.01% 3444
2013
Q3 		$1.43M Sell
67,548
-26,648
-28% -$509K ﹤0.01% 3589
2013
Q2 		$1.48M Buy
+94,196
New +$1.46M ﹤0.01% 3555

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 $1.9B AUM 39.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America's AEL Position: Q2 2024 in Review

Bank of America sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 285,113 shares — an estimated $16M sold.

Bank of America first reported a position in AEL in Q2 2013 and held it in 44 quarters. The position peaked at $57.2M in Q3 2017. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Bank of America reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Bank of America sold 285,113 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $16M.
  • Bank of America first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 44 quarters.
  • Bank of America's American Equity Investment Life Holding Company position peaked at $57.2M in Q3 2017.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Bank of America's 13F filing for Q2 2024, filed 14 Aug 2024.