Lido Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Lido Advisors’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	-5,276	Closed	-$297K	–	1496
2024 Q1	$297K	Buy	5,276 +425	+9%	+$23.6K	﹤0.01%	1105
2023 Q4	$271K	Buy	4,851 +218	+5%	+$11.8K	﹤0.01%	1080
2023 Q3	$249K	Buy	+4,633	New	+$248K	﹤0.01%	1000

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 $10B AUM 15.14% 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

Lido Advisors's AEL Position: Q2 2024 in Review

Lido Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 5,276 shares — an estimated $297K sold.

Lido Advisors first reported a position in AEL in Q3 2023 and held it in 3 quarters. The position peaked at $297K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Lido Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Lido Advisors sold 5,276 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $297K.
Lido Advisors first reported a position in American Equity Investment Life Holding Company in Q3 2023 and held it in 3 quarters.
Lido Advisors's American Equity Investment Life Holding Company position peaked at $297K in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Lido Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.