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

Cerity 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	-6,755	Closed	-$380K	–	2442
2024 Q1	$380K	Buy	+6,755	New	+$375K	﹤0.01%	1735

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 $10B AUM 15.14% 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

Cerity Partners's AEL Position: Q2 2024 in Review

Cerity Partners sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 6,755 shares — an estimated $380K sold.

Cerity Partners first reported a position in AEL in Q1 2024 and held it in 1 quarter. The position peaked at $380K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Cerity Partners reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Cerity Partners sold 6,755 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $380K.
Cerity Partners first reported a position in American Equity Investment Life Holding Company in Q1 2024 and held it in 1 quarter.
Cerity Partners's American Equity Investment Life Holding Company position peaked at $380K in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Cerity Partners's 13F filing for Q2 2024, filed 13 Aug 2024.