FGAM
AEL

Financial Gravity Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Financial Gravity Asset Management’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
2020
Q4 		$0 Buy
+1
New +$28 ﹤0.01% 689
2019
Q4 		$30K Sell
9
-3
-25% -$81 0.02% 867
2019
Q3 		$0 Buy
12
+1
+9% +$24 ﹤0.01% 1610
2019
Q2 		$0 Sell
11
-2
-15% -$57 ﹤0.01% 1732
2019
Q1 		$0 Buy
+13
New +$394 ﹤0.01% 1583
2018
Q3 		$2K Sell
80
-6
-7% -$217 ﹤0.01% 1023
2018
Q2 		$3K Sell
86
-28
-25% -$903 ﹤0.01% 928
2018
Q1 		$3K Buy
+114
New +$3.65K ﹤0.01% 897

Other funds holding AEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's AEL Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in American Equity Investment Life Holding Company (AEL) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in AEL as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in AEL in Q1 2018 and has held it in 8 quarters since. The position peaked at $30K in Q4 2019. 242 funds tracked by Wall St. Rank hold AEL as of Q4 2020.

  • Financial Gravity Asset Management held 1 share of American Equity Investment Life Holding Company worth $0 as of Q4 2020.
  • American Equity Investment Life Holding Company was a new Financial Gravity Asset Management position in Q4 2020.
  • American Equity Investment Life Holding Company made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #689 holding.
  • Financial Gravity Asset Management first reported a position in American Equity Investment Life Holding Company in Q1 2018 and has held it in 8 quarters since.
  • Financial Gravity Asset Management's American Equity Investment Life Holding Company position peaked at $30K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.