GRP
AEL

Global Retirement Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

Global Retirement Partners’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
Q2 		– Sell
-176
Closed -$9.9K – 3679
2024
Q1 		$9.9K Hold
176
– – ﹤0.01% 2126
2023
Q4 		$9.75K Buy
176
+152
+633% +$8.26K ﹤0.01% 2075
2023
Q3 		$1.29K Buy
24
+1
+4% +$54 ﹤0.01% 2695
2023
Q2 		$1.21K Buy
23
+15
+188% +$603 ﹤0.01% 2719
2023
Q1 		$314 Sell
8
-40
-83% -$1.7K ﹤0.01% 3024
2022
Q4 		$2.2K Sell
48
-23
-32% -$926 ﹤0.01% 2328
2022
Q3 		$3K Buy
71
+23
+48% +$863 ﹤0.01% 2181
2022
Q2 		$2K Buy
48
+18
+60% +$685 ﹤0.01% 2311
2022
Q1 		$1K Buy
+30
New +$1.21K ﹤0.01% 2584
2019
Q4 		– Sell
-2,496
Closed -$60K – 1725
2019
Q3 		$60K Hold
2,496
– – 0.01% 589
2019
Q2 		$68K Hold
2,496
– – 0.01% 542
2019
Q1 		$67K Buy
2,496
+780
+45% +$23.6K 0.02% 474
2018
Q4 		$48K Buy
1,716
+16
+0.9% +$514 0.01% 523
2018
Q3 		$60K Hold
1,700
– – 0.01% 514
2018
Q2 		$61K Hold
1,700
– – 0.02% 496
2018
Q1 		$50K Hold
1,700
– – 0.01% 527
2017
Q4 		$52K Hold
1,700
– – 0.01% 487
2017
Q3 		$44K Buy
+1,700
New +$46.9K 0.02% 463

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Global Retirement Partners's AEL Position: Q2 2024 in Review

Global Retirement Partners sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 176 shares — an estimated $9.9K sold.

Global Retirement Partners first reported a position in AEL in Q3 2017 and held it in 18 quarters. The position peaked at $68K in Q2 2019. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Global Retirement Partners reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 176 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $9.9K.
  • Global Retirement Partners first reported a position in American Equity Investment Life Holding Company in Q3 2017 and held it in 18 quarters.
  • Global Retirement Partners's American Equity Investment Life Holding Company position peaked at $68K in Q2 2019.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.