EWA
AEL

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

EverSource Wealth 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
-861
Closed -$48.3K – 3179
2024
Q1 		$48.3K Buy
861
+1
+0.1% +$56 ﹤0.01% 996
2023
Q4 		$48K Hold
860
– – ﹤0.01% 916
2023
Q3 		$46.1K Hold
860
– – ﹤0.01% 839
2023
Q2 		$44.8K Buy
860
+353
+70% +$14.2K ﹤0.01% 879
2023
Q1 		$18.5K Sell
507
-183
-27% -$7.78K ﹤0.01% 1109
2022
Q4 		$31.5K Hold
690
– – ﹤0.01% 933
2022
Q3 		$26K Hold
690
– – 0.01% 826
2022
Q2 		$26K Hold
690
– – 0.01% 767
2022
Q1 		$27K Hold
690
– – 0.01% 609
2021
Q4 		$27K Buy
+690
New +$24.1K 0.01% 576

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 $11.5B AUM 18.82% 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

EverSource Wealth Advisors's AEL Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 861 shares — an estimated $48.3K sold.

EverSource Wealth Advisors first reported a position in AEL in Q4 2021 and held it in 10 quarters. The position peaked at $48.3K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 861 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $48.3K.
  • EverSource Wealth Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2021 and held it in 10 quarters.
  • EverSource Wealth Advisors's American Equity Investment Life Holding Company position peaked at $48.3K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.