EI
AEL

Ellevest Inc’s American Equity Investment Life Holding Company AEL Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-195
Closed -$7.12K – 1765
2023
Q1 		$7.12K Buy
195
+3
+2% +$128 ﹤0.01% 1119
2022
Q4 		$8.76K Hold
192
– – ﹤0.01% 1057
2022
Q3 		$7K Buy
192
+176
+1,100% +$6.6K ﹤0.01% 1120
2022
Q2 		$1K Sell
16
-33
-67% -$1.26K ﹤0.01% 1349
2022
Q1 		$2K Sell
49
-10
-17% -$403 ﹤0.01% 1233
2021
Q4 		$2K Buy
59
+41
+228% +$1.43K ﹤0.01% 1223
2021
Q3 		$1K Hold
18
– – ﹤0.01% 1347
2021
Q2 		$1K Hold
18
– – ﹤0.01% 1233
2021
Q1 		$1K Hold
18
– – ﹤0.01% 1230
2020
Q4 		$0 Hold
18
– – ﹤0.01% 1396
2020
Q3 		$0 Hold
18
– – ﹤0.01% 1361
2020
Q2 		$0 Sell
18
-50
-74% -$1.04K ﹤0.01% 1386
2020
Q1 		$1K Sell
68
-8
-11% -$204 ﹤0.01% 1020
2019
Q4 		$2K Buy
+76
New +$2.06K ﹤0.01% 704

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellevest Inc's AEL Position: Q2 2023 in Review

Ellevest Inc sold out of American Equity Investment Life Holding Company (AEL) in Q2 2023, closing a stake of 195 shares — an estimated $7.12K sold.

Ellevest Inc first reported a position in AEL in Q4 2019 and held it in 14 quarters. The position peaked at $8.76K in Q4 2022. 258 funds tracked by Wall St. Rank hold AEL as of Q2 2023.

  • Ellevest Inc reported no remaining American Equity Investment Life Holding Company position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 195 American Equity Investment Life Holding Company shares in Q2 2023, an estimated $7.12K.
  • Ellevest Inc first reported a position in American Equity Investment Life Holding Company in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's American Equity Investment Life Holding Company position peaked at $8.76K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.