HF
AEL

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

HRT 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
2024
Q2 		– Sell
-75,028
Closed -$4.22M – 3365
2024
Q1 		$4.22M Buy
75,028
+45,266
+152% +$2.52M 0.03% 312
2023
Q4 		$1.66M Sell
29,762
-6,444
-18% -$350K 0.01% 742
2023
Q3 		$1.94M Sell
36,206
-39,691
-52% -$2.12M 0.02% 631
2023
Q2 		$3.95M Sell
75,897
-39,421
-34% -$1.58M 0.04% 370
2023
Q1 		$4.21M Buy
115,318
+71,369
+162% +$3.03M 0.05% 298
2022
Q4 		$2M Sell
43,949
-106,926
-71% -$4.31M 0.03% 596
2022
Q3 		$5.63M Buy
150,875
+30,048
+25% +$1.13M 0.06% 261
2022
Q2 		$4.42M Buy
120,827
+3,781
+3% +$144K 0.05% 288
2022
Q1 		$4.67M Buy
117,046
+52,788
+82% +$2.13M 0.03% 308
2021
Q4 		$2.5M Sell
64,258
-35,350
-35% -$1.23M 0.01% 543
2021
Q3 		$2.94M Buy
99,608
+44,612
+81% +$1.39M 0.02% 516
2021
Q2 		$1.78M Sell
54,996
-35,722
-39% -$1.13M 0.02% 689
2021
Q1 		$2.86M Buy
90,718
+76,414
+534% +$2.28M 0.03% 450
2020
Q4 		$395K Sell
14,304
-18,804
-57% -$519K 0.01% 1149
2020
Q3 		$728K Buy
33,108
+22,333
+207% +$533K 0.02% 716
2020
Q2 		$266K Buy
+10,775
New +$225K 0.01% 1038
2020
Q1 		– Sell
-28,709
Closed -$859K – 1459
2019
Q4 		$859K Buy
+28,709
New +$779K 0.04% 378

Other funds holding AEL

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

HRT Financial's AEL Position: Q2 2024 in Review

HRT Financial sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 75,028 shares — an estimated $4.22M sold.

HRT Financial first reported a position in AEL in Q4 2019 and held it in 17 quarters. The position peaked at $5.63M in Q3 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • HRT Financial reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • HRT Financial sold 75,028 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $4.22M.
  • HRT Financial first reported a position in American Equity Investment Life Holding Company in Q4 2019 and held it in 17 quarters.
  • HRT Financial's American Equity Investment Life Holding Company position peaked at $5.63M in Q3 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on HRT Financial's 13F filing for Q2 2024, filed 12 Aug 2024.