CoreCap Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

CoreCap Advisors’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	-1,052	Closed	-$59.1K	–	2668
2024 Q1	$59.1K	Buy	+1,052	New	+$58.5K	﹤0.01%	1047
2022 Q4	$48K	Buy	+1,052	New	+$42.4K	﹤0.01%	1005
2022 Q3	–	Sell	-1,052	Closed	-$38K	–	2229
2022 Q2	$38K	Buy	+1,052	New	+$40K	﹤0.01%	1031
2022 Q1	–	Sell	-1,678	Closed	-$65K	–	2223
2021 Q4	$65K	Buy	+1,678	New	+$58.5K	﹤0.01%	911

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

CoreCap Advisors's AEL Position: Q2 2024 in Review

CoreCap Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 1,052 shares — an estimated $59.1K sold.

CoreCap Advisors first reported a position in AEL in Q4 2021 and held it in 4 quarters. The position peaked at $65K in Q4 2021. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

CoreCap Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
CoreCap Advisors sold 1,052 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $59.1K.
CoreCap Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2021 and held it in 4 quarters.
CoreCap Advisors's American Equity Investment Life Holding Company position peaked at $65K in Q4 2021.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on CoreCap Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.