JWA
AEL

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

JFS Wealth 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
-44
Closed -$2.47K – 2062
2024
Q1 		$2.47K Hold
44
– – ﹤0.01% 1368
2023
Q4 		$2.46K Hold
44
– – ﹤0.01% 1339
2023
Q3 		$2.36K Hold
44
– – ﹤0.01% 1294
2023
Q2 		$2.29K Hold
44
– – ﹤0.01% 1334
2023
Q1 		$1.61K Sell
44
-47
-52% -$2K ﹤0.01% 1444
2022
Q4 		$4.15K Sell
91
-13
-13% -$523 ﹤0.01% 1067
2022
Q3 		$4K Sell
104
-26
-20% -$975 ﹤0.01% 1120
2022
Q2 		$5K Buy
130
+44
+51% +$1.68K ﹤0.01% 1031
2022
Q1 		$3K Buy
86
+51
+146% +$2.05K ﹤0.01% 1345
2021
Q4 		$1K Buy
+35
New +$1.22K ﹤0.01% 1650

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 $11.5B AUM 18.82% 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

JFS Wealth Advisors's AEL Position: Q2 2024 in Review

JFS Wealth Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 44 shares — an estimated $2.47K sold.

JFS Wealth Advisors first reported a position in AEL in Q4 2021 and held it in 10 quarters. The position peaked at $5K in Q2 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • JFS Wealth Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 44 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $2.47K.
  • JFS Wealth Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2021 and held it in 10 quarters.
  • JFS Wealth Advisors's American Equity Investment Life Holding Company position peaked at $5K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.