Nisa Investment Advisors
AEL

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

Nisa Investment 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
-6,267
Closed -$352K – 3006
2024
Q1 		$352K Hold
6,267
– – ﹤0.01% 1188
2023
Q4 		$350K Buy
6,267
+7
+0.1% +$380 ﹤0.01% 1152
2023
Q3 		$336K Hold
6,260
– – ﹤0.01% 1178
2023
Q2 		$326K Sell
6,260
-125
-2% -$5.03K ﹤0.01% 1199
2023
Q1 		$233K Buy
6,385
+1,040
+19% +$44.2K ﹤0.01% 1276
2022
Q4 		$244K Buy
5,345
+10
+0.2% +$403 ﹤0.01% 1306
2022
Q3 		$203K Buy
5,335
+50
+0.9% +$1.88K ﹤0.01% 1270
2022
Q2 		$193K Hold
5,285
– – ﹤0.01% 1318
2022
Q1 		$211K Buy
+5,285
New +$213K ﹤0.01% 1356
2021
Q4 		– Sell
-8,075
Closed -$239 – 2343
2021
Q3 		$239 Hold
8,075
– – ﹤0.01% 1342
2021
Q2 		$261 Sell
8,075
-1,800
-18% -$56.8K ﹤0.01% 1322
2021
Q1 		$311 Hold
9,875
– – ﹤0.01% 1323
2020
Q4 		$273K Buy
9,875
+400
+4% +$11K ﹤0.01% 1351
2020
Q3 		$208K Buy
9,475
+2,280
+32% +$54.5K ﹤0.01% 1293
2020
Q2 		$178K Buy
7,195
+290
+4% +$6.05K ﹤0.01% 1307
2020
Q1 		$130K Buy
6,905
+6,375
+1,203% +$163K ﹤0.01% 1303
2019
Q4 		$16K Hold
530
– – ﹤0.01% 1739
2019
Q3 		$13K Hold
530
– – ﹤0.01% 1725
2019
Q2 		$14K Hold
530
– – ﹤0.01% 1673
2019
Q1 		$14K Hold
530
– – ﹤0.01% 1674
2018
Q4 		$15K Hold
530
– – ﹤0.01% 1558
2018
Q3 		$19K Hold
530
– – ﹤0.01% 1565
2018
Q2 		$19K Hold
530
– – ﹤0.01% 1547
2018
Q1 		$16K Hold
530
– – ﹤0.01% 1522
2017
Q4 		$16K Hold
530
– – ﹤0.01% 1610
2017
Q3 		$15K Hold
530
– – ﹤0.01% 1624
2017
Q2 		$14K Sell
530
-1,900
-78% -$46.3K ﹤0.01% 1604
2017
Q1 		$57K Sell
2,430
-470
-16% -$11.7K ﹤0.01% 1426
2016
Q4 		$65K Hold
2,900
– – ﹤0.01% 1400
2016
Q3 		$51K Hold
2,900
– – ﹤0.01% 1402
2016
Q2 		$41K Hold
2,900
– – ﹤0.01% 1418
2016
Q1 		$49K Buy
+2,900
New +$47K ﹤0.01% 1399

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 $1.9B AUM 39.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Nisa Investment Advisors's AEL Position: Q2 2024 in Review

Nisa Investment Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 6,267 shares — an estimated $352K sold.

Nisa Investment Advisors first reported a position in AEL in Q1 2016 and held it in 32 quarters. The position peaked at $352K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Nisa Investment Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Nisa Investment Advisors sold 6,267 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $352K.
  • Nisa Investment Advisors first reported a position in American Equity Investment Life Holding Company in Q1 2016 and held it in 32 quarters.
  • Nisa Investment Advisors's American Equity Investment Life Holding Company position peaked at $352K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Nisa Investment Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.