CWS
AEL

Confluence Wealth Services’s American Equity Investment Life Holding Company AEL Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-174
Closed -$6K – 1240
2021
Q4 		$6K Buy
+174
New +$6.07K ﹤0.01% 1037

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Confluence Wealth Services's AEL Position: Q1 2022 in Review

Confluence Wealth Services sold out of American Equity Investment Life Holding Company (AEL) in Q1 2022, closing a stake of 174 shares — an estimated $6K sold.

Confluence Wealth Services first reported a position in AEL in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 237 funds tracked by Wall St. Rank hold AEL as of Q1 2022.

  • Confluence Wealth Services reported no remaining American Equity Investment Life Holding Company position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 174 American Equity Investment Life Holding Company shares in Q1 2022, an estimated $6K.
  • Confluence Wealth Services first reported a position in American Equity Investment Life Holding Company in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's American Equity Investment Life Holding Company position peaked at $6K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.