Fieldpoint Private Securities’s American Equity Investment Life Holding Company AEL Stock Holding History

Fieldpoint Private Securities’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 Q2	$8K	Sell	226 -574	-72%	-$21.8K	﹤0.01%	797
2022 Q1	$32K	Sell	800 -80	-9%	-$3.22K	0.01%	707
2021 Q4	$34K	Buy	880 +25	+3%	+$872	0.01%	716
2021 Q3	$25K	Hold	855	–	–	0.01%	765
2021 Q2	$29K	Buy	855 +410	+92%	+$12.9K	0.01%	704
2021 Q1	$14K	Hold	445	–	–	﹤0.01%	908
2020 Q4	$12K	Buy	+445	New	+$12.3K	﹤0.01%	861

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fieldpoint Private Securities's AEL Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its American Equity Investment Life Holding Company (AEL) stake by 72% in Q2 2022, selling an estimated $21.8K and leaving 226 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Fieldpoint Private Securities first reported a position in AEL in Q4 2020 and has held it in 7 quarters since. The position peaked at $34K in Q4 2021. 239 funds tracked by Wall St. Rank hold AEL as of Q2 2022.

Fieldpoint Private Securities held 226 shares of American Equity Investment Life Holding Company worth $8K as of Q2 2022.
Fieldpoint Private Securities sold 574 American Equity Investment Life Holding Company shares in Q2 2022, an estimated $21.8K.
American Equity Investment Life Holding Company made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #797 holding.
Fieldpoint Private Securities first reported a position in American Equity Investment Life Holding Company in Q4 2020 and has held it in 7 quarters since.
Fieldpoint Private Securities's American Equity Investment Life Holding Company position peaked at $34K in Q4 2021.
239 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.