BIA
AEL

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

Bell Investment 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
Q2 		– Sell
-51
Closed -$2.87K – 1990
2024
Q1 		$2.87K Hold
51
– – ﹤0.01% 1196
2023
Q4 		$2.85K Hold
51
– – ﹤0.01% 1180
2023
Q3 		$2.74K Buy
51
+25
+96% +$1.34K ﹤0.01% 1134
2023
Q2 		$1.35K Buy
+26
New +$1.04K ﹤0.01% 1480
2023
Q1 		– Sell
-39
Closed -$1.78K – 1998
2022
Q4 		$1.78K Buy
39
+13
+50% +$523 ﹤0.01% 1353
2022
Q3 		$1K Buy
+26
New +$975 ﹤0.01% 1661

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 $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bell Investment Advisors's AEL Position: Q2 2024 in Review

Bell Investment Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 51 shares — an estimated $2.87K sold.

Bell Investment Advisors first reported a position in AEL in Q3 2022 and held it in 6 quarters. The position peaked at $2.87K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Bell Investment Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 51 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $2.87K.
  • Bell Investment Advisors first reported a position in American Equity Investment Life Holding Company in Q3 2022 and held it in 6 quarters.
  • Bell Investment Advisors's American Equity Investment Life Holding Company position peaked at $2.87K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Bell Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.