Carson Wealth (CWM LLC)
AEL

Carson Wealth (CWM LLC)’s American Equity Investment Life Holding Company AEL Stock Holding History

Carson Wealth (CWM LLC)’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
-467
Closed -$26K – 5068
2024
Q1 		$26K Buy
467
+261
+127% +$14.5K ﹤0.01% 2747
2023
Q4 		$11K Sell
206
-14
-6% -$761 ﹤0.01% 3159
2023
Q3 		$12K Hold
220
– – ﹤0.01% 3065
2023
Q2 		$11K Buy
220
+109
+98% +$4.38K ﹤0.01% 3048
2023
Q1 		$4K Sell
111
-378
-77% -$16.1K ﹤0.01% 3452
2022
Q4 		$22K Buy
489
+94
+24% +$3.79K ﹤0.01% 2314
2022
Q3 		$15K Buy
395
+115
+41% +$4.31K ﹤0.01% 2442
2022
Q2 		$10K Buy
280
+244
+678% +$9.29K ﹤0.01% 2610
2022
Q1 		$1K Buy
36
+10
+38% +$403 ﹤0.01% 3453
2021
Q4 		$1K Buy
+26
New +$907 ﹤0.01% 3422
2019
Q1 		– Sell
-158
Closed -$4K – 3331
2018
Q4 		$4K Hold
158
– – ﹤0.01% 1626
2018
Q3 		$6K Hold
158
– – ﹤0.01% 1309
2018
Q2 		$6K Hold
158
– – ﹤0.01% 1164
2018
Q1 		$5K Hold
158
– – ﹤0.01% 1026
2017
Q4 		$5K Hold
158
– – ﹤0.01% 1109
2017
Q3 		$5K Buy
+158
New +$4.36K ﹤0.01% 1105

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

Carson Wealth (CWM LLC)'s AEL Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 467 shares — an estimated $26K sold.

Carson Wealth (CWM LLC) first reported a position in AEL in Q3 2017 and held it in 16 quarters. The position peaked at $26K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 467 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $26K.
  • Carson Wealth (CWM LLC) first reported a position in American Equity Investment Life Holding Company in Q3 2017 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s American Equity Investment Life Holding Company position peaked at $26K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.