CP
AEL

Castleview Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

Castleview Partners’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
-100
Closed -$5.62K – 1014
2024
Q1 		$5.62K Hold
100
– – ﹤0.01% 616
2023
Q4 		$5.58K Hold
100
– – ﹤0.01% 570
2023
Q3 		$5.36K Hold
100
– – 0.01% 479
2023
Q2 		$5.21K Hold
100
– – ﹤0.01% 504
2023
Q1 		$3.65K Buy
+100
New +$4.25K ﹤0.01% 524
2022
Q4 		– Sell
-100
Closed -$4K – 717
2022
Q3 		$4K Sell
100
-282
-74% -$10.6K ﹤0.01% 485
2022
Q2 		$53K Buy
382
+282
+282% +$10.7K 0.04% 293
2022
Q1 		$3K Sell
100
-3,792
-97% -$153K ﹤0.01% 626
2021
Q4 		$100 Buy
+3,892
New +$136K ﹤0.01% 803
2021
Q2 		$3K Buy
+100
New +$3.16K ﹤0.01% 849

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

Castleview Partners's AEL Position: Q2 2024 in Review

Castleview Partners sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 100 shares — an estimated $5.62K sold.

Castleview Partners first reported a position in AEL in Q2 2021 and held it in 10 quarters. The position peaked at $53K in Q2 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Castleview Partners reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Castleview Partners sold 100 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $5.62K.
  • Castleview Partners first reported a position in American Equity Investment Life Holding Company in Q2 2021 and held it in 10 quarters.
  • Castleview Partners's American Equity Investment Life Holding Company position peaked at $53K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.