Journey Strategic Wealth’s American Equity Investment Life Holding Company AEL Stock Holding History

Journey Strategic Wealth’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	-3,717	Closed	-$209K	–	419
2024 Q1	$209K	Hold	3,717	–	–	0.01%	281
2023 Q4	$207K	Buy	+3,717	New	+$202K	0.01%	195

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 $11.5B AUM 18.82% 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

Journey Strategic Wealth's AEL Position: Q2 2024 in Review

Journey Strategic Wealth sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 3,717 shares — an estimated $209K sold.

Journey Strategic Wealth first reported a position in AEL in Q4 2023 and held it in 2 quarters. The position peaked at $209K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Journey Strategic Wealth reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Journey Strategic Wealth sold 3,717 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $209K.
Journey Strategic Wealth first reported a position in American Equity Investment Life Holding Company in Q4 2023 and held it in 2 quarters.
Journey Strategic Wealth's American Equity Investment Life Holding Company position peaked at $209K in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Journey Strategic Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.