KAS
AEL

Kestra Advisory Services’s American Equity Investment Life Holding Company AEL Stock Holding History

Kestra Advisory Services’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
-6,162
Closed -$344K – 2546
2023
Q4 		$344K Buy
+6,162
New +$335K ﹤0.01% 1756
2023
Q1 		– Sell
-7,146
Closed -$326K – 2338
2022
Q4 		$326K Buy
+7,146
New +$288K ﹤0.01% 1676

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 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

Kestra Advisory Services's AEL Position: Q1 2024 in Review

Kestra Advisory Services sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 6,162 shares — an estimated $344K sold.

Kestra Advisory Services first reported a position in AEL in Q4 2022 and held it in 2 quarters. The position peaked at $344K in Q4 2023. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • Kestra Advisory Services reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 6,162 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $344K.
  • Kestra Advisory Services first reported a position in American Equity Investment Life Holding Company in Q4 2022 and held it in 2 quarters.
  • Kestra Advisory Services's American Equity Investment Life Holding Company position peaked at $344K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on Kestra Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.