CI Investments Inc
AEL

CI Investments Inc’s American Equity Investment Life Holding Company AEL Stock Holding History

CI Investments Inc’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
-9
Closed -$1K – 1330
2024
Q1 		$1K Sell
9
-277
-97% -$15.4K ﹤0.01% 1288
2023
Q4 		$16K Buy
+286
New +$15.5K ﹤0.01% 1100
2021
Q2 		– Sell
-16,176
Closed -$510K – 1105
2021
Q1 		$510K Buy
16,176
+1,914
+13% +$57K ﹤0.01% 550
2020
Q4 		$394K Buy
14,262
+2,433
+21% +$67.1K ﹤0.01% 572
2020
Q3 		$260K Sell
11,829
-1,711
-13% -$40.9K ﹤0.01% 539
2020
Q2 		$335K Buy
13,540
+729
+6% +$15.2K ﹤0.01% 442
2020
Q1 		$241K Sell
12,811
-3,456
-21% -$88.2K ﹤0.01% 474
2019
Q4 		$487K Sell
16,267
-7,153
-31% -$194K ﹤0.01% 473
2019
Q3 		$567K Buy
+23,420
New +$566K ﹤0.01% 438

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

CI Investments Inc's AEL Position: Q2 2024 in Review

CI Investments Inc sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 9 shares — an estimated $1K sold.

CI Investments Inc first reported a position in AEL in Q3 2019 and held it in 9 quarters. The position peaked at $567K in Q3 2019. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • CI Investments Inc reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • CI Investments Inc sold 9 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1K.
  • CI Investments Inc first reported a position in American Equity Investment Life Holding Company in Q3 2019 and held it in 9 quarters.
  • CI Investments Inc's American Equity Investment Life Holding Company position peaked at $567K in Q3 2019.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on CI Investments Inc's 13F filing for Q2 2024, filed 12 Aug 2024.