FinTrust Capital Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

FinTrust Capital 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
2023 Q3	–	Sell	-40	Closed	-$1.82K	–	1369
2023 Q2	$1.82K	Hold	40	–	–	﹤0.01%	1032
2023 Q1	$1.82K	Hold	40	–	–	﹤0.01%	1024
2022 Q4	$1.82K	Sell	40 -142	-78%	-$5.72K	﹤0.01%	1021
2022 Q3	$7K	Sell	182 -8	-4%	-$300	﹤0.01%	976
2022 Q2	$7K	Hold	190	–	–	﹤0.01%	990
2022 Q1	$8K	Sell	190 -186	-49%	-$7.49K	﹤0.01%	1006
2021 Q4	$15K	Hold	376	–	–	﹤0.01%	833
2021 Q3	$11K	Hold	376	–	–	﹤0.01%	900
2021 Q2	$12K	Sell	376 -15	-4%	-$474	﹤0.01%	898
2021 Q1	$12K	Hold	391	–	–	﹤0.01%	863
2020 Q4	$11K	Buy	391 +4	+1%	+$110	﹤0.01%	829
2020 Q3	$9	Buy	387 +317	+453%	+$7.57K	﹤0.01%	852
2020 Q2	$2K	Sell	70 -121	-63%	-$2.52K	﹤0.01%	978
2020 Q1	$4K	Hold	191	–	–	﹤0.01%	932
2019 Q4	$6K	Hold	191	–	–	﹤0.01%	841
2019 Q3	$5K	Buy	191 +32	+20%	+$774	﹤0.01%	896
2019 Q2	$4K	Hold	159	–	–	﹤0.01%	889
2019 Q1	$4K	Hold	159	–	–	﹤0.01%	1006
2018 Q4	$4K	Buy	+159	New	+$5.11K	﹤0.01%	1010

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

FinTrust Capital Advisors's AEL Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 40 shares — an estimated $1.82K sold.

FinTrust Capital Advisors first reported a position in AEL in Q4 2018 and held it in 19 quarters. The position peaked at $15K in Q4 2021. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

FinTrust Capital Advisors reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 40 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $1.82K.
FinTrust Capital Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2018 and held it in 19 quarters.
FinTrust Capital Advisors's American Equity Investment Life Holding Company position peaked at $15K in Q4 2021.
249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.