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
2023 Q3	–	Sell	-52	Closed	-$279	–	1826
2023 Q2	$279	Buy	+52	New	+$2.09K	﹤0.01%	1078
2023 Q1	–	Sell	-46	Closed	-$164	–	1740
2022 Q4	$164	Buy	+46	New	+$1.85K	﹤0.01%	1024
2021 Q1	–	Sell	-1	Closed	–	–	904
2020 Q4	$0	Buy	+1	New	+$28	﹤0.01%	689
2020 Q2	–	Sell	-11	Closed	-$200	–	978
2020 Q1	$200	Buy	11 +2	+22%	+$51	﹤0.01%	728
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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Financial Gravity Asset Management's AEL Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 52 shares — an estimated $279 sold.

Financial Gravity Asset Management first reported a position in AEL in Q1 2018 and held it in 11 quarters. The position peaked at $30K in Q4 2019. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

Financial Gravity Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 52 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $279.
Financial Gravity Asset Management first reported a position in American Equity Investment Life Holding Company in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's American Equity Investment Life Holding Company position peaked at $30K in Q4 2019.
249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.