GW Henssler & Associates’s American Equity Investment Life Holding Company AEL Stock Holding History

GW Henssler & Associates’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	-5,224	Closed	-$272K	–	275
2023 Q2	$272K	Sell	5,224 -1,400	-21%	-$56.3K	0.02%	154
2023 Q1	$242K	Buy	6,624 +80	+1%	+$3.4K	0.02%	198
2022 Q4	$299K	Hold	6,544	–	–	0.02%	166
2022 Q3	$244K	Buy	6,544 +992	+18%	+$37.2K	0.02%	178
2022 Q2	$203K	Buy	+5,552	New	+$211K	0.02%	214

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

GW Henssler & Associates's AEL Position: Q3 2023 in Review

GW Henssler & Associates sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 5,224 shares — an estimated $272K sold.

GW Henssler & Associates first reported a position in AEL in Q2 2022 and held it in 5 quarters. The position peaked at $299K in Q4 2022. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

GW Henssler & Associates reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
GW Henssler & Associates sold 5,224 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $272K.
GW Henssler & Associates first reported a position in American Equity Investment Life Holding Company in Q2 2022 and held it in 5 quarters.
GW Henssler & Associates's American Equity Investment Life Holding Company position peaked at $299K in Q4 2022.
249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on GW Henssler & Associates's 13F filing for Q3 2023, filed 24 Oct 2023.