Measured Wealth Private Client Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Measured Wealth Private Client Group’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 Q2	–	Sell	-12,556	Closed	-$458K	–	199
2023 Q1	$458K	Buy	+12,556	New	+$534K	0.18%	92
2022 Q4	–	Sell	-9,778	Closed	-$365K	–	176
2022 Q3	$365K	Buy	+9,778	New	+$367K	0.16%	82
2018 Q4	–	Sell	-1,145	Closed	-$41K	–	751
2018 Q3	$41K	Buy	+1,145	New	+$41.4K	0.02%	399

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Measured Wealth Private Client Group's AEL Position: Q2 2023 in Review

Measured Wealth Private Client Group sold out of American Equity Investment Life Holding Company (AEL) in Q2 2023, closing a stake of 12,556 shares — an estimated $458K sold.

Measured Wealth Private Client Group first reported a position in AEL in Q3 2018 and held it in 3 quarters. The position peaked at $458K in Q1 2023. 258 funds tracked by Wall St. Rank hold AEL as of Q2 2023.

Measured Wealth Private Client Group reported no remaining American Equity Investment Life Holding Company position as of Q2 2023 after selling out during the quarter.
Measured Wealth Private Client Group sold 12,556 American Equity Investment Life Holding Company shares in Q2 2023, an estimated $458K.
Measured Wealth Private Client Group first reported a position in American Equity Investment Life Holding Company in Q3 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's American Equity Investment Life Holding Company position peaked at $458K in Q1 2023.
258 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2023, filed 20 Jul 2023.