FFA
AEL

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

Farther Finance 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
-90
Closed -$5.05K – 3960
2024
Q1 		$5.05K Sell
90
-18
-17% -$1K ﹤0.01% 2064
2023
Q4 		$6.03K Buy
108
+52
+93% +$2.83K ﹤0.01% 1867
2023
Q3 		$3K Hold
56
– – ﹤0.01% 1700
2023
Q2 		$2.92K Hold
56
– – ﹤0.01% 1622
2023
Q1 		$2.04K Hold
56
– – ﹤0.01% 1642
2022
Q4 		$2.56K Buy
+56
New +$2.25K ﹤0.01% 1371

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

Farther Finance Advisors's AEL Position: Q2 2024 in Review

Farther Finance Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 90 shares — an estimated $5.05K sold.

Farther Finance Advisors first reported a position in AEL in Q4 2022 and held it in 6 quarters. The position peaked at $6.03K in Q4 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Farther Finance Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 90 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $5.05K.
  • Farther Finance Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2022 and held it in 6 quarters.
  • Farther Finance Advisors's American Equity Investment Life Holding Company position peaked at $6.03K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Farther Finance Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.