HighTower Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

HighTower Advisors’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	-9,015	Closed	-$514K	–	3989
2024 Q1	$514K	Sell	9,015 -503	-5%	-$28K	﹤0.01%	2267
2023 Q4	$526K	Buy	+9,518	New	+$517K	﹤0.01%	2285

Other funds holding AEL

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

HighTower Advisors's AEL Position: Q2 2024 in Review

HighTower Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 9,015 shares — an estimated $514K sold.

HighTower Advisors first reported a position in AEL in Q4 2023 and held it in 2 quarters. The position peaked at $526K in Q4 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

HighTower Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
HighTower Advisors sold 9,015 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $514K.
HighTower Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2023 and held it in 2 quarters.
HighTower Advisors's American Equity Investment Life Holding Company position peaked at $526K in Q4 2023.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.