Legacy Financial Group (Iowa)
AEL

Legacy Financial Group (Iowa)’s American Equity Investment Life Holding Company AEL Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-402
Closed -$21.6K – 547
2023
Q3 		$21.6K Buy
+402
New +$21.5K 0.01% 261

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 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

Legacy Financial Group (Iowa)'s AEL Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of American Equity Investment Life Holding Company (AEL) in Q4 2023, closing a stake of 402 shares — an estimated $21.6K sold.

Legacy Financial Group (Iowa) first reported a position in AEL in Q3 2023 and held it in 1 quarter. The position peaked at $21.6K in Q3 2023. 250 funds tracked by Wall St. Rank hold AEL as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining American Equity Investment Life Holding Company position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 402 American Equity Investment Life Holding Company shares in Q4 2023, an estimated $21.6K.
  • Legacy Financial Group (Iowa) first reported a position in American Equity Investment Life Holding Company in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s American Equity Investment Life Holding Company position peaked at $21.6K in Q3 2023.
  • 250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.