MPWT
AEL

MassMutual Private Wealth & Trust’s American Equity Investment Life Holding Company AEL Stock Holding History

MassMutual Private Wealth & Trust’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
-24
Closed -$1.35K – 2253
2024
Q1 		$1.35K Hold
24
– – ﹤0.01% 1638
2023
Q4 		$1.34K Hold
24
– – ﹤0.01% 1626
2023
Q3 		$1.29K Hold
24
– – ﹤0.01% 1623
2023
Q2 		$1.25K Buy
+24
New +$965 ﹤0.01% 1607

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

MassMutual Private Wealth & Trust's AEL Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 24 shares — an estimated $1.35K sold.

MassMutual Private Wealth & Trust first reported a position in AEL in Q2 2023 and held it in 4 quarters. The position peaked at $1.35K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • MassMutual Private Wealth & Trust reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 24 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.35K.
  • MassMutual Private Wealth & Trust first reported a position in American Equity Investment Life Holding Company in Q2 2023 and held it in 4 quarters.
  • MassMutual Private Wealth & Trust's American Equity Investment Life Holding Company position peaked at $1.35K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.