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AEL

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

NewEdge 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
-73
Closed -$4.1K – 4058
2024
Q1 		$4.1K Hold
73
– – ﹤0.01% 3202
2023
Q4 		$4.07K Buy
+73
New +$3.97K ﹤0.01% 3174
2022
Q4 		– Sell
-6,795
Closed -$253K – 4240
2022
Q3 		$253K Hold
6,795
– – ﹤0.01% 1281
2022
Q2 		$248K Buy
+6,795
New +$259K ﹤0.01% 1298
2022
Q1 		– Sell
-6,963
Closed -$271K – 1708
2021
Q4 		$271K Buy
+6,963
New +$243K ﹤0.01% 1374
2019
Q1 		– Sell
-8,050
Closed -$217 – 717
2018
Q4 		$217 Buy
+8,050
New +$259K 0.01% 571
2017
Q3 		– Sell
-80
Closed -$2.19K – 1184
2017
Q2 		$2.19K Buy
+80
New +$1.95K ﹤0.01% 1291

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

NewEdge Advisors's AEL Position: Q2 2024 in Review

NewEdge Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 73 shares — an estimated $4.1K sold.

NewEdge Advisors first reported a position in AEL in Q2 2017 and held it in 7 quarters. The position peaked at $271K in Q4 2021. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • NewEdge Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 73 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $4.1K.
  • NewEdge Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2017 and held it in 7 quarters.
  • NewEdge Advisors's American Equity Investment Life Holding Company position peaked at $271K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.