BFA
AEL

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

Bragg Financial 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
-440,213
Closed -$24.7M – 325
2024
Q1 		$24.7M Sell
440,213
-686
-0.2% -$38.1K 1.11% 18
2023
Q4 		$24.6M Sell
440,899
-24
-0% -$1.3K 1.17% 12
2023
Q3 		$23.7M Buy
440,923
+62,246
+16% +$3.33M 1.25% 9
2023
Q2 		$19.7M Sell
378,677
-2,031
-0.5% -$81.7K 1.08% 14
2023
Q1 		$13.9M Sell
380,708
-148,359
-28% -$6.31M 0.82% 36
2022
Q4 		$24.1M Sell
529,067
-49,549
-9% -$2M 1.47% 5
2022
Q3 		$21.6M Sell
578,616
-52,851
-8% -$1.98M 1.49% 5
2022
Q2 		$23.1M Buy
631,467
+4,927
+0.8% +$188K 1.53% 5
2022
Q1 		$25M Buy
626,540
+8,579
+1% +$345K 1.46% 6
2021
Q4 		$18.3M Hold
617,961
– – 1.17% 13
2021
Q3 		$18.3M Buy
617,961
+1,873
+0.3% +$58.4K 1.17% 13
2021
Q2 		$19.9M Buy
616,088
+670
+0.1% +$21.2K 1.27% 9
2021
Q1 		$19.4M Buy
615,418
+400,912
+187% +$11.9M 1.31% 9
2020
Q4 		$5.93M Buy
214,506
+22,725
+12% +$627K 0.52% 73
2020
Q3 		$4.22M Buy
191,781
+44,577
+30% +$1.06M 0.43% 78
2020
Q2 		$3.64M Buy
147,204
+26,015
+21% +$542K 0.4% 88
2020
Q1 		$2.28M Buy
121,189
+73,038
+152% +$1.86M 0.31% 107
2019
Q4 		$1.44M Buy
48,151
+180
+0.4% +$4.88K 0.16% 145
2019
Q3 		$1.16M Buy
47,971
+699
+1% +$16.9K 0.14% 154
2019
Q2 		$1.28M Buy
+47,272
New +$1.35M 0.16% 152

Other funds holding AEL

ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bragg Financial Advisors's AEL Position: Q2 2024 in Review

Bragg Financial Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 440,213 shares — an estimated $24.7M sold.

Bragg Financial Advisors first reported a position in AEL in Q2 2019 and held it in 20 quarters. The position peaked at $25M in Q1 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Bragg Financial Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Bragg Financial Advisors sold 440,213 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $24.7M.
  • Bragg Financial Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2019 and held it in 20 quarters.
  • Bragg Financial Advisors's American Equity Investment Life Holding Company position peaked at $25M in Q1 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Bragg Financial Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.