CWA
AEL

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

Carolina Wealth 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
2021
Q1 		– Sell
-1,021
Closed -$28K – 342
2020
Q4 		$28K Hold
1,021
– – 0.02% 102
2020
Q3 		$22K Sell
1,021
-178
-15% -$4.25K 0.02% 97
2020
Q2 		$30K Hold
1,199
– – 0.03% 70
2020
Q1 		$23K Buy
1,199
+470
+64% +$12K 0.03% 68
2019
Q4 		$22K Buy
+729
New +$19.8K 0.02% 95

Other funds holding AEL

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carolina Wealth Advisors's AEL Position: Q1 2021 in Review

Carolina Wealth Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q1 2021, closing a stake of 1,021 shares — an estimated $28K sold.

Carolina Wealth Advisors first reported a position in AEL in Q4 2019 and held it in 5 quarters. The position peaked at $30K in Q2 2020. 230 funds tracked by Wall St. Rank hold AEL as of Q1 2021.

  • Carolina Wealth Advisors reported no remaining American Equity Investment Life Holding Company position as of Q1 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 1,021 American Equity Investment Life Holding Company shares in Q1 2021, an estimated $28K.
  • Carolina Wealth Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2019 and held it in 5 quarters.
  • Carolina Wealth Advisors's American Equity Investment Life Holding Company position peaked at $30K in Q2 2020.
  • 230 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2021.

Based on Carolina Wealth Advisors's 13F filing for Q1 2021, filed 9 Apr 2021.