Catalyst Funds Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Catalyst Funds 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	-600	Closed	-$33.7K	–	1701
2024 Q1	$33.7K	Buy	+600	New	+$33.3K	0.01%	646

Other funds holding AEL

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Catalyst Funds Management's AEL Position: Q2 2024 in Review

Catalyst Funds Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 600 shares — an estimated $33.7K sold.

Catalyst Funds Management first reported a position in AEL in Q1 2024 and held it in 1 quarter. The position peaked at $33.7K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Catalyst Funds Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Catalyst Funds Management sold 600 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $33.7K.
Catalyst Funds Management first reported a position in American Equity Investment Life Holding Company in Q1 2024 and held it in 1 quarter.
Catalyst Funds Management's American Equity Investment Life Holding Company position peaked at $33.7K in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Catalyst Funds Management's 13F filing for Q2 2024, filed 18 Dec 2024.