Blue Trust Inc’s American Equity Investment Life Holding Company AEL Stock Holding History

Blue Trust Inc’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 Q3	–	Sell	-513	Closed	-$28.8K	–	3016
2024 Q2	$28.8K	Buy	513 +336	+190%	+$18.8K	﹤0.01%	1506
2024 Q1	$9.95K	Sell	177 -23	-12%	-$1.28K	﹤0.01%	1446
2023 Q4	$11K	Buy	200 +37	+23%	+$2.01K	﹤0.01%	1566
2023 Q3	$8K	Hold	163	–	–	﹤0.01%	1500
2023 Q2	$6K	Sell	163 -17	-9%	-$683	﹤0.01%	1504
2023 Q1	$8K	Buy	180 +17	+10%	+$723	﹤0.01%	1679
2022 Q4	$6K	Buy	+163	New	+$6.56K	﹤0.01%	1700

Other funds holding AEL

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Blue Trust Inc's AEL Position: Q3 2024 in Review

Blue Trust Inc sold out of American Equity Investment Life Holding Company (AEL) in Q3 2024, closing a stake of 513 shares — an estimated $28.8K sold.

Blue Trust Inc first reported a position in AEL in Q4 2022 and held it in 7 quarters. The position peaked at $28.8K in Q2 2024. 1 fund tracked by Wall St. Rank holds AEL as of Q3 2024.

Blue Trust Inc reported no remaining American Equity Investment Life Holding Company position as of Q3 2024 after selling out during the quarter.
Blue Trust Inc sold 513 American Equity Investment Life Holding Company shares in Q3 2024, an estimated $28.8K.
Blue Trust Inc first reported a position in American Equity Investment Life Holding Company in Q4 2022 and held it in 7 quarters.
Blue Trust Inc's American Equity Investment Life Holding Company position peaked at $28.8K in Q2 2024.
1 fund tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.