FAG
AEL

Fortitude Advisory Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Fortitude Advisory Group’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 		– Sell
-84
Closed -$3K – 1391
2022
Q1 		$3K Buy
84
+26
+45% +$1.05K ﹤0.01% 1305
2021
Q4 		$2K Buy
+58
New +$2.02K ﹤0.01% 1419

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortitude Advisory Group's AEL Position: Q2 2022 in Review

Fortitude Advisory Group sold out of American Equity Investment Life Holding Company (AEL) in Q2 2022, closing a stake of 84 shares — an estimated $3K sold.

Fortitude Advisory Group first reported a position in AEL in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 239 funds tracked by Wall St. Rank hold AEL as of Q2 2022.

  • Fortitude Advisory Group reported no remaining American Equity Investment Life Holding Company position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 84 American Equity Investment Life Holding Company shares in Q2 2022, an estimated $3K.
  • Fortitude Advisory Group first reported a position in American Equity Investment Life Holding Company in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's American Equity Investment Life Holding Company position peaked at $3K in Q1 2022.
  • 239 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.