Creative Financial Designs’s American Equity Investment Life Holding Company AEL Stock Holding History

Creative Financial Designs’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
2021 Q4	–	Sell	-2,076	Closed	-$61K	–	1478
2021 Q3	$61K	Hold	2,076	–	–	0.01%	566
2021 Q2	$67K	Hold	2,076	–	–	0.01%	527
2021 Q1	$65K	Hold	2,076	–	–	0.01%	509
2020 Q4	$57K	Hold	2,076	–	–	0.01%	481
2020 Q3	$46K	Hold	2,076	–	–	0.01%	479
2020 Q2	$51K	Buy	+2,076	New	+$43.3K	0.02%	415

Other funds holding AEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Creative Financial Designs's AEL Position: Q4 2021 in Review

Creative Financial Designs sold out of American Equity Investment Life Holding Company (AEL) in Q4 2021, closing a stake of 2,076 shares — an estimated $61K sold.

Creative Financial Designs first reported a position in AEL in Q2 2020 and held it in 6 quarters. The position peaked at $67K in Q2 2021. 232 funds tracked by Wall St. Rank hold AEL as of Q4 2021.

Creative Financial Designs reported no remaining American Equity Investment Life Holding Company position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 2,076 American Equity Investment Life Holding Company shares in Q4 2021, an estimated $61K.
Creative Financial Designs first reported a position in American Equity Investment Life Holding Company in Q2 2020 and held it in 6 quarters.
Creative Financial Designs's American Equity Investment Life Holding Company position peaked at $67K in Q2 2021.
232 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.