KI
AEL

Kapitalo Investimentos’s American Equity Investment Life Holding Company AEL Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-4,140
Closed -$231K – 579
2023
Q4 		$231K Buy
4,140
+3,107
+301% +$169K 0.05% 252
2023
Q3 		$55.4K Buy
+1,033
New +$55.3K 0.01% 472

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Kapitalo Investimentos's AEL Position: Q1 2024 in Review

Kapitalo Investimentos sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 4,140 shares — an estimated $231K sold.

Kapitalo Investimentos first reported a position in AEL in Q3 2023 and held it in 2 quarters. The position peaked at $231K in Q4 2023. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • Kapitalo Investimentos reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 4,140 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $231K.
  • Kapitalo Investimentos first reported a position in American Equity Investment Life Holding Company in Q3 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's American Equity Investment Life Holding Company position peaked at $231K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.