NS
AEL

NBC Securities’s American Equity Investment Life Holding Company AEL Stock Holding History

NBC Securities’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
-150
Closed -$8K – 2246
2024
Q1 		$8K Sell
150
-368
-71% -$20.5K ﹤0.01% 1776
2023
Q4 		$28K Sell
518
-50
-9% -$2.72K ﹤0.01% 1342
2023
Q3 		$30K Buy
+568
New +$30.4K ﹤0.01% 1292

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 $10B AUM 15.14% 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

NBC Securities's AEL Position: Q2 2024 in Review

NBC Securities sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 150 shares — an estimated $8K sold.

NBC Securities first reported a position in AEL in Q3 2023 and held it in 3 quarters. The position peaked at $30K in Q3 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • NBC Securities reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • NBC Securities sold 150 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $8K.
  • NBC Securities first reported a position in American Equity Investment Life Holding Company in Q3 2023 and held it in 3 quarters.
  • NBC Securities's American Equity Investment Life Holding Company position peaked at $30K in Q3 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on NBC Securities's 13F filing for Q2 2024, filed 10 Jul 2024.