KFI
AEL

Key Financial Inc’s American Equity Investment Life Holding Company AEL Stock Holding History

Key Financial Inc’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
-521
Closed -$29.3K – 1379
2024
Q1 		$29.3K Hold
521
– – 0.01% 537
2023
Q4 		$29.1K Hold
521
– – 0.01% 516
2023
Q3 		$27.9K Hold
521
– – 0.01% 494
2023
Q2 		$27.1K Hold
521
– – 0.01% 513
2023
Q1 		$19K Hold
521
– – 0.01% 555
2022
Q4 		$19.4K Hold
521
– – 0.01% 499
2022
Q3 		$19K Hold
521
– – 0.01% 510
2022
Q2 		$19K Hold
521
– – 0.01% 521
2022
Q1 		$21K Hold
521
– – 0.01% 498
2021
Q4 		$20K Hold
521
– – 0.01% 490
2021
Q3 		$15K Buy
+521
New +$16.3K 0.01% 517

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

Key Financial Inc's AEL Position: Q2 2024 in Review

Key Financial Inc sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 521 shares — an estimated $29.3K sold.

Key Financial Inc first reported a position in AEL in Q3 2021 and held it in 11 quarters. The position peaked at $29.3K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Key Financial Inc reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Key Financial Inc sold 521 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $29.3K.
  • Key Financial Inc first reported a position in American Equity Investment Life Holding Company in Q3 2021 and held it in 11 quarters.
  • Key Financial Inc's American Equity Investment Life Holding Company position peaked at $29.3K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.