IFP Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21
| Closed | -$1.19K | – | 3481 |
|
|
2024
Q2 | $1.19K | Hold |
21
| – | – | ﹤0.01% | 2958 |
|
|
2024
Q1 | $1.18K | Buy |
+21
| New | +$1.17K | ﹤0.01% | 2827 |
|
|
2023
Q3 | – | Sell |
-423
| Closed | -$22.1K | – | 3600 |
|
|
2023
Q2 | $22.1K | Buy |
423
+96
| +29% | +$3.86K | ﹤0.01% | 1952 |
|
|
2023
Q1 | $3.73K | Sell |
327
-512
| -61% | -$21.8K | ﹤0.01% | 2684 |
|
|
2022
Q4 | $45K | Buy |
839
+53
| +7% | +$2.13K | ﹤0.01% | 2323 |
|
|
2022
Q3 | $42K | Buy |
786
+400
| +104% | +$15K | ﹤0.01% | 2515 |
|
|
2022
Q2 | $27K | Hold |
386
| – | – | ﹤0.01% | 2621 |
|
|
2022
Q1 | $27K | Buy |
386
+369
| +2,171% | +$14.9K | ﹤0.01% | 2621 |
|
|
2021
Q4 | $4K | Buy |
17
+9
| +113% | +$314 | ﹤0.01% | 2613 |
|
|
2021
Q3 | $2K | Buy |
+8
| New | +$250 | ﹤0.01% | 2915 |
|
|
2019
Q1 | – | Sell |
-92
| Closed | -$3K | – | 3569 |
|
|
2018
Q4 | $3K | Sell |
92
-153
| -62% | -$4.92K | ﹤0.01% | 3083 |
|
|
2018
Q3 | $9K | Hold |
245
| – | – | ﹤0.01% | 2927 |
|
|
2018
Q2 | $9K | Buy |
245
+28
| +13% | +$903 | ﹤0.01% | 2987 |
|
|
2018
Q1 | $7K | Hold |
217
| – | – | ﹤0.01% | 3026 |
|
|
2017
Q4 | $7K | Sell |
217
-48
| -18% | -$1.46K | ﹤0.01% | 3072 |
|
|
2017
Q3 | $8K | Hold |
265
| – | – | ﹤0.01% | 3180 |
|
|
2017
Q2 | $7K | Hold |
265
| – | – | ﹤0.01% | 3250 |
|
|
2017
Q1 | $6K | Hold |
265
| – | – | ﹤0.01% | 3233 |
|
|
2016
Q4 | $6K | Buy |
265
+48
| +22% | +$959 | ﹤0.01% | 3224 |
|
|
2016
Q3 | $4K | Buy |
217
+115
| +113% | +$1.9K | ﹤0.01% | 3375 |
|
|
2016
Q2 | $1K | Buy |
+102
| New | +$1.54K | ﹤0.01% | 3712 |
|
|
2016
Q1 | – | Sell |
-78
| Closed | -$2K | – | 3556 |
|
|
2015
Q4 | $2K | Buy |
+78
| New | +$1.99K | ﹤0.01% | 3385 |
|
Other funds holding AEL
IFP Advisors's AEL Position: Q3 2024 in Review
IFP Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q3 2024, closing a stake of 21 shares — an estimated $1.19K sold.
IFP Advisors first reported a position in AEL in Q4 2015 and held it in 22 quarters. The position peaked at $45K in Q4 2022. 1 fund tracked by Wall St. Rank holds AEL as of Q3 2024.
- IFP Advisors reported no remaining American Equity Investment Life Holding Company position as of Q3 2024 after selling out during the quarter.
- IFP Advisors sold 21 American Equity Investment Life Holding Company shares in Q3 2024, an estimated $1.19K.
- IFP Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2015 and held it in 22 quarters.
- IFP Advisors's American Equity Investment Life Holding Company position peaked at $45K in Q4 2022.
- 1 fund tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2024.
Based on IFP Advisors's 13F filing for Q3 2024, filed 4 Feb 2025.