C
AEL

Covestor’s American Equity Investment Life Holding Company AEL Stock Holding History

Covestor’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
-1,677
Closed -$94K – 2902
2024
Q1 		$94K Buy
1,677
+868
+107% +$48.2K 0.06% 583
2023
Q4 		$45K Buy
809
+584
+260% +$31.7K 0.03% 906
2023
Q3 		$12K Sell
225
-1,752
-89% -$93.7K 0.01% 1350
2023
Q2 		$103K Buy
1,977
+222
+13% +$8.93K 0.08% 423
2023
Q1 		$64K Buy
1,755
+148
+9% +$6.29K 0.06% 618
2022
Q4 		$73K Sell
1,607
-536
-25% -$21.6K 0.06% 566
2022
Q3 		$80K Sell
2,143
-11
-0.5% -$413 0.07% 475
2022
Q2 		$79K Sell
2,154
-26
-1% -$990 0.06% 539
2022
Q1 		$87K Buy
2,180
+610
+39% +$24.6K 0.06% 598
2021
Q4 		$61K Buy
+1,570
New +$54.7K 0.09% 423

Other funds holding AEL

Osaic Holdings
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
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

Covestor's AEL Position: Q2 2024 in Review

Covestor sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 1,677 shares — an estimated $94K sold.

Covestor first reported a position in AEL in Q4 2021 and held it in 10 quarters. The position peaked at $103K in Q2 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Covestor reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Covestor sold 1,677 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $94K.
  • Covestor first reported a position in American Equity Investment Life Holding Company in Q4 2021 and held it in 10 quarters.
  • Covestor's American Equity Investment Life Holding Company position peaked at $103K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Covestor's 13F filing for Q2 2024, filed 9 Aug 2024.