GWMI
AEL

Guardian Wealth Management (Illinois)’s American Equity Investment Life Holding Company AEL Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-140
Closed -$5.11K – 247
2023
Q1 		$5.11K Buy
+140
New +$5.95K ﹤0.01% 188

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s AEL Position: Q2 2023 in Review

Guardian Wealth Management (Illinois) sold out of American Equity Investment Life Holding Company (AEL) in Q2 2023, closing a stake of 140 shares — an estimated $5.11K sold.

Guardian Wealth Management (Illinois) first reported a position in AEL in Q1 2023 and held it in 1 quarter. The position peaked at $5.11K in Q1 2023. 258 funds tracked by Wall St. Rank hold AEL as of Q2 2023.

  • Guardian Wealth Management (Illinois) reported no remaining American Equity Investment Life Holding Company position as of Q2 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 140 American Equity Investment Life Holding Company shares in Q2 2023, an estimated $5.11K.
  • Guardian Wealth Management (Illinois) first reported a position in American Equity Investment Life Holding Company in Q1 2023 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s American Equity Investment Life Holding Company position peaked at $5.11K in Q1 2023.
  • 258 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2023, filed 14 Aug 2023.