Harvest Group Wealth Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-23	Closed	-$1K	–	767
2020 Q4	$1K	Hold	23	–	–	﹤0.01%	598
2020 Q3	$1K	Sell	23 -18	-44%	-$430	﹤0.01%	548
2020 Q2	$1K	Buy	+41	New	+$855	﹤0.01%	447
2020 Q1	–	Sell	-44	Closed	-$1K	–	1088
2019 Q4	$1K	Buy	+44	New	+$1.19K	﹤0.01%	910
2019 Q2	–	Sell	-62	Closed	-$2K	–	1028
2019 Q1	$2K	Buy	+62	New	+$1.88K	﹤0.01%	702

Other funds holding AEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harvest Group Wealth Management's AEL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2021, closing a stake of 23 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in AEL in Q1 2019 and held it in 5 quarters. The position peaked at $2K in Q1 2019. 230 funds tracked by Wall St. Rank hold AEL as of Q1 2021.

Harvest Group Wealth Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 23 American Equity Investment Life Holding Company shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in American Equity Investment Life Holding Company in Q1 2019 and held it in 5 quarters.
Harvest Group Wealth Management's American Equity Investment Life Holding Company position peaked at $2K in Q1 2019.
230 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.