CSB
AEL

City State Bank’s American Equity Investment Life Holding Company AEL Stock Holding History

City State Bank’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
2022
Q4 		– Sell
-165
Closed -$6K – 701
2022
Q3 		$6K Hold
165
– – ﹤0.01% 514
2022
Q2 		$6K Hold
165
– – ﹤0.01% 521
2022
Q1 		$7K Hold
165
– – ﹤0.01% 524
2021
Q4 		$6K Buy
+165
New +$5.75K ﹤0.01% 544

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

City State Bank's AEL Position: Q4 2022 in Review

City State Bank sold out of American Equity Investment Life Holding Company (AEL) in Q4 2022, closing a stake of 165 shares — an estimated $6K sold.

City State Bank first reported a position in AEL in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 275 funds tracked by Wall St. Rank hold AEL as of Q4 2022.

  • City State Bank reported no remaining American Equity Investment Life Holding Company position as of Q4 2022 after selling out during the quarter.
  • City State Bank sold 165 American Equity Investment Life Holding Company shares in Q4 2022, an estimated $6K.
  • City State Bank first reported a position in American Equity Investment Life Holding Company in Q4 2021 and held it in 4 quarters.
  • City State Bank's American Equity Investment Life Holding Company position peaked at $7K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2022.

Based on City State Bank's 13F filing for Q4 2022, filed 12 Jan 2023.