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

Carroll Financial Associates’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 Q4	$5K	Hold	145	–	–	﹤0.01%	1359
2021 Q3	$4K	Hold	145	–	–	﹤0.01%	1450
2021 Q2	$4K	Hold	145	–	–	﹤0.01%	1496
2021 Q1	$4K	Hold	145	–	–	﹤0.01%	1428
2020 Q4	$4K	Sell	145 -1	-0.7%	-$28	﹤0.01%	1313
2020 Q3	$3K	Hold	146	–	–	﹤0.01%	1304
2020 Q2	$3K	Hold	146	–	–	﹤0.01%	1324
2020 Q1	$2K	Hold	146	–	–	﹤0.01%	1329
2019 Q4	$4K	Hold	146	–	–	﹤0.01%	1300
2019 Q3	$3K	Hold	146	–	–	﹤0.01%	1313
2019 Q2	$3K	Buy	146 +145	+14,500%	+$4.15K	﹤0.01%	1344
2019 Q1	$0	Buy	+1	New	+$30	﹤0.01%	1544

Other funds holding AEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Carroll Financial Associates's AEL Position: Q4 2021 in Review

Carroll Financial Associates held its American Equity Investment Life Holding Company (AEL) position steady in Q4 2021 at 145 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Carroll Financial Associates first reported a position in AEL in Q1 2019 and has held it in 12 quarters since. 232 funds tracked by Wall St. Rank hold AEL as of Q4 2021.

Carroll Financial Associates held 145 shares of American Equity Investment Life Holding Company worth $5K as of Q4 2021.
Carroll Financial Associates left its American Equity Investment Life Holding Company share count unchanged in Q4 2021.
American Equity Investment Life Holding Company made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1359 holding.
Carroll Financial Associates first reported a position in American Equity Investment Life Holding Company in Q1 2019 and has held it in 12 quarters since.
232 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.