CIBC Private Wealth Group’s American Equity Investment Life Holding Company AEL Stock Holding History

CIBC Private Wealth Group’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	-157	Closed	-$8.8K	–	3337
2024 Q1	$8.8K	Buy	+157	New	+$8.72K	﹤0.01%	2328

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

CIBC Private Wealth Group's AEL Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 157 shares — an estimated $8.8K sold.

CIBC Private Wealth Group first reported a position in AEL in Q1 2024 and held it in 1 quarter. The position peaked at $8.8K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

CIBC Private Wealth Group reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 157 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $8.8K.
CIBC Private Wealth Group first reported a position in American Equity Investment Life Holding Company in Q1 2024 and held it in 1 quarter.
CIBC Private Wealth Group's American Equity Investment Life Holding Company position peaked at $8.8K in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.