BCMLT
AEL

Beacon Capital Management LLC (Tennessee)’s American Equity Investment Life Holding Company AEL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-118
Closed -$6.63K – 1115
2024
Q1 		$6.63K Hold
118
– – ﹤0.01% 659
2023
Q4 		$6.33K Hold
118
– – ﹤0.01% 612
2023
Q3 		$6.15K Hold
118
– – ﹤0.01% 654
2023
Q2 		$6.15K Hold
118
– – ﹤0.01% 654
2023
Q1 		$4.31K Hold
118
– – ﹤0.01% 660
2022
Q4 		$5.38K Hold
118
– – ﹤0.01% 626
2022
Q3 		$4K Hold
118
– – ﹤0.01% 655
2022
Q2 		$5K Hold
118
– – ﹤0.01% 660
2022
Q1 		$5K Buy
+118
New +$4.75K ﹤0.01% 660

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

Beacon Capital Management LLC (Tennessee)'s AEL Position: Q2 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 118 shares — an estimated $6.63K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AEL in Q1 2022 and held it in 9 quarters. The position peaked at $6.63K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 118 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $6.63K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in American Equity Investment Life Holding Company in Q1 2022 and held it in 9 quarters.
  • Beacon Capital Management LLC (Tennessee)'s American Equity Investment Life Holding Company position peaked at $6.63K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2024, filed 24 Jul 2024.