CTC
AEL

Cetera Trust Company’s American Equity Investment Life Holding Company AEL Stock Holding History

Cetera Trust Company’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
-116
Closed -$6.52K – 427
2024
Q1 		$6.52K Hold
116
– – ﹤0.01% 349
2023
Q4 		$6.47K Buy
+116
New +$6.3K ﹤0.01% 343

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

Cetera Trust Company's AEL Position: Q2 2024 in Review

Cetera Trust Company sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 116 shares — an estimated $6.52K sold.

Cetera Trust Company first reported a position in AEL in Q4 2023 and held it in 2 quarters. The position peaked at $6.52K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Cetera Trust Company reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Cetera Trust Company sold 116 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $6.52K.
  • Cetera Trust Company first reported a position in American Equity Investment Life Holding Company in Q4 2023 and held it in 2 quarters.
  • Cetera Trust Company's American Equity Investment Life Holding Company position peaked at $6.52K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Cetera Trust Company's 13F filing for Q2 2024, filed 2 Aug 2024.