HF
AEL

Halpern Financial’s American Equity Investment Life Holding Company AEL Stock Holding History

Halpern Financial’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
Q3 		– Sell
-37
Closed -$1.35K – 330
2022
Q2 		$1.35K Buy
+37
New +$1.41K ﹤0.01% 277

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Halpern Financial's AEL Position: Q3 2022 in Review

Halpern Financial sold out of American Equity Investment Life Holding Company (AEL) in Q3 2022, closing a stake of 37 shares — an estimated $1.35K sold.

Halpern Financial first reported a position in AEL in Q2 2022 and held it in 1 quarter. The position peaked at $1.35K in Q2 2022. 254 funds tracked by Wall St. Rank hold AEL as of Q3 2022.

  • Halpern Financial reported no remaining American Equity Investment Life Holding Company position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 37 American Equity Investment Life Holding Company shares in Q3 2022, an estimated $1.35K.
  • Halpern Financial first reported a position in American Equity Investment Life Holding Company in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's American Equity Investment Life Holding Company position peaked at $1.35K in Q2 2022.
  • 254 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.