CAS
AEL

Coppell Advisory Solutions’s American Equity Investment Life Holding Company AEL Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		$34.9K Hold
626
– – 0.01% 580
2023
Q3 		$28.6K Hold
626
– – 0.01% 437
2023
Q2 		$32.7K Buy
+626
New +$25.2K 0.01% 468
2023
Q1 		– Sell
-626
Closed -$28.6K – 1160
2022
Q4 		$28.6K Buy
+626
New +$25.2K 0.01% 440

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's AEL Position: Q4 2023 in Review

Coppell Advisory Solutions held its American Equity Investment Life Holding Company (AEL) position steady in Q4 2023 at 626 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #580.

Coppell Advisory Solutions first reported a position in AEL in Q4 2022 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold AEL as of Q4 2023.

  • Coppell Advisory Solutions held 626 shares of American Equity Investment Life Holding Company worth $34.9K as of Q4 2023.
  • Coppell Advisory Solutions left its American Equity Investment Life Holding Company share count unchanged in Q4 2023.
  • American Equity Investment Life Holding Company made up 0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #580 holding.
  • Coppell Advisory Solutions first reported a position in American Equity Investment Life Holding Company in Q4 2022 and has held it in 4 quarters since.
  • 250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.