CAWM
AEL

Capital Advisors Wealth Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Capital Advisors Wealth Management’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
-30,928
Closed -$1.74M – 172
2024
Q1 		$1.74M Hold
30,928
– – 0.36% 46
2023
Q4 		$1.73M Sell
30,928
-1,800
-5% -$97.8K 0.39% 42
2023
Q3 		$1.76M Hold
32,728
– – 0.46% 41
2023
Q2 		$1.71M Hold
32,728
– – 0.44% 44
2023
Q1 		$1.19M Hold
32,728
– – 0.33% 53
2022
Q4 		$1.49M Buy
32,728
+292
+0.9% +$11.8K 0.45% 37
2022
Q3 		$1.21M Hold
32,436
– – 0.4% 42
2022
Q2 		$1.19M Hold
32,436
– – 0.39% 40
2022
Q1 		$1.29M Hold
32,436
– – 0.4% 43
2021
Q4 		$1.26M Hold
32,436
– – 0.38% 43
2021
Q3 		$959K Hold
32,436
– – 0.34% 44
2021
Q2 		$1.05M Hold
32,436
– – 0.39% 41
2021
Q1 		$1.02M Buy
+32,436
New +$966K 0.44% 40

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

Capital Advisors Wealth Management's AEL Position: Q2 2024 in Review

Capital Advisors Wealth Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 30,928 shares — an estimated $1.74M sold.

Capital Advisors Wealth Management first reported a position in AEL in Q1 2021 and held it in 13 quarters. The position peaked at $1.76M in Q3 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Capital Advisors Wealth Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 30,928 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.74M.
  • Capital Advisors Wealth Management first reported a position in American Equity Investment Life Holding Company in Q1 2021 and held it in 13 quarters.
  • Capital Advisors Wealth Management's American Equity Investment Life Holding Company position peaked at $1.76M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.