Certified Advisory Corp’s American Equity Investment Life Holding Company AEL Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-250	Closed	-$8K	–	773
2021 Q1	$8K	Buy	+250	New	+$7.45K	﹤0.01%	632
2020 Q2	$6K	Hold	250	–	–	﹤0.01%	628
2020 Q1	$5K	Hold	250	–	–	﹤0.01%	625
2019 Q4	$7K	Hold	250	–	–	﹤0.01%	635
2019 Q3	$6K	Hold	250	–	–	﹤0.01%	658
2019 Q2	$7K	Hold	250	–	–	﹤0.01%	645
2019 Q1	$7K	Hold	250	–	–	﹤0.01%	602
2018 Q4	$7K	Hold	250	–	–	﹤0.01%	594
2018 Q3	$9K	Hold	250	–	–	﹤0.01%	590
2018 Q2	$9K	Hold	250	–	–	0.01%	562
2018 Q1	$7K	Buy	250 +50	+25%	+$1.6K	﹤0.01%	562
2017 Q4	$6K	Buy	+200	New	+$6.07K	﹤0.01%	555

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

Certified Advisory Corp's AEL Position: Q2 2021 in Review

Certified Advisory Corp sold out of American Equity Investment Life Holding Company (AEL) in Q2 2021, closing a stake of 250 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in AEL in Q4 2017 and held it in 12 quarters. The position peaked at $9K in Q3 2018. 212 funds tracked by Wall St. Rank hold AEL as of Q2 2021.

Certified Advisory Corp reported no remaining American Equity Investment Life Holding Company position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 250 American Equity Investment Life Holding Company shares in Q2 2021, an estimated $8K.
Certified Advisory Corp first reported a position in American Equity Investment Life Holding Company in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's American Equity Investment Life Holding Company position peaked at $9K in Q3 2018.
212 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.