CA
AEL

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

Crewe 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
2022
Q4 		– Sell
-261
Closed -$10K – 1323
2022
Q3 		$10K Buy
261
+45
+21% +$1.69K ﹤0.01% 680
2022
Q2 		$8K Buy
+216
New +$8.22K ﹤0.01% 675

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
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
Macquarie Group
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Crewe Advisors's AEL Position: Q4 2022 in Review

Crewe Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q4 2022, closing a stake of 261 shares — an estimated $10K sold.

Crewe Advisors first reported a position in AEL in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 275 funds tracked by Wall St. Rank hold AEL as of Q4 2022.

  • Crewe Advisors reported no remaining American Equity Investment Life Holding Company position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 261 American Equity Investment Life Holding Company shares in Q4 2022, an estimated $10K.
  • Crewe Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2022 and held it in 2 quarters.
  • Crewe Advisors's American Equity Investment Life Holding Company position peaked at $10K in Q3 2022.
  • 275 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.