GWS
AEL

Glassman Wealth Services’s American Equity Investment Life Holding Company AEL Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-11
Closed -$614 – 1959
2023
Q4 		$614 Hold
11
– – ﹤0.01% 1677
2023
Q3 		$590 Hold
11
– – ﹤0.01% 1702
2023
Q2 		$573 Hold
11
– – ﹤0.01% 1611
2023
Q1 		$401 Hold
11
– – ﹤0.01% 1657
2022
Q4 		$502 Hold
11
– – ﹤0.01% 1627
2022
Q3 		$0 Hold
11
– – ﹤0.01% 2061
2022
Q2 		$0 Hold
11
– – ﹤0.01% 2084
2022
Q1 		$0 Hold
11
– – ﹤0.01% 2024
2021
Q4 		$0 Hold
11
– – ﹤0.01% 1987
2021
Q3 		$0 Hold
11
– – ﹤0.01% 1871
2021
Q2 		$0 Hold
11
– – ﹤0.01% 1708
2021
Q1 		$0 Hold
11
– – ﹤0.01% 1683
2020
Q4 		$0 Hold
11
– – ﹤0.01% 1561
2020
Q3 		$0 Hold
11
– – ﹤0.01% 1538
2020
Q2 		$0 Buy
+11
New +$229 ﹤0.01% 1604
2020
Q1 		– Sell
-2
Closed – – 1656
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1553
2019
Q3 		$0 Sell
2
-30
-94% -$725 ﹤0.01% 1439
2019
Q2 		$1K Buy
32
+2
+7% +$57 ﹤0.01% 973
2019
Q1 		$1K Buy
+30
New +$909 ﹤0.01% 938
2018
Q2 		– Sell
-7
Closed – – 981
2018
Q1 		$0 Buy
+7
New +$224 ﹤0.01% 953

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Glassman Wealth Services's AEL Position: Q1 2024 in Review

Glassman Wealth Services sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 11 shares — an estimated $614 sold.

Glassman Wealth Services first reported a position in AEL in Q1 2018 and held it in 20 quarters. The position peaked at $1K in Q2 2019. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • Glassman Wealth Services reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 11 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $614.
  • Glassman Wealth Services first reported a position in American Equity Investment Life Holding Company in Q1 2018 and held it in 20 quarters.
  • Glassman Wealth Services's American Equity Investment Life Holding Company position peaked at $1K in Q2 2019.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.