BF
AEL

BOK Financial’s American Equity Investment Life Holding Company AEL Stock Holding History

BOK Financial’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
-147
Closed -$8.2K – 1357
2023
Q4 		$8.2K Hold
147
– – ﹤0.01% 971
2023
Q3 		$7.79K Sell
147
-2,175
-94% -$116K ﹤0.01% 915
2023
Q2 		$121K Sell
2,322
-351
-13% -$14.1K ﹤0.01% 697
2023
Q1 		$97.5K Buy
+2,673
New +$114K ﹤0.01% 760

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

BOK Financial's AEL Position: Q1 2024 in Review

BOK Financial sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 147 shares — an estimated $8.2K sold.

BOK Financial first reported a position in AEL in Q1 2023 and held it in 4 quarters. The position peaked at $121K in Q2 2023. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • BOK Financial reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • BOK Financial sold 147 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $8.2K.
  • BOK Financial first reported a position in American Equity Investment Life Holding Company in Q1 2023 and held it in 4 quarters.
  • BOK Financial's American Equity Investment Life Holding Company position peaked at $121K in Q2 2023.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on BOK Financial's 13F filing for Q1 2024, filed 15 May 2024.