Northwestern Mutual Wealth Management
AEL

Northwestern Mutual Wealth Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Northwestern Mutual Wealth Management’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
-130
Closed -$7.31K – 3896
2024
Q1 		$7.31K Sell
130
-6,128
-98% -$341K ﹤0.01% 2730
2023
Q4 		$349K Buy
6,258
+26
+0.4% +$1.41K ﹤0.01% 1320
2023
Q3 		$334K Hold
6,232
– – ﹤0.01% 1292
2023
Q2 		$325K Hold
6,232
– – ﹤0.01% 1303
2023
Q1 		$227K Hold
6,232
– – ﹤0.01% 1392
2022
Q4 		$284K Sell
6,232
-625
-9% -$25.2K ﹤0.01% 1297
2022
Q3 		$256K Buy
6,857
+6,727
+5,175% +$252K ﹤0.01% 1319
2022
Q2 		$5K Buy
+130
New +$4.95K ﹤0.01% 2736
2021
Q3 		– Sell
-5,108
Closed -$165K – 3266
2021
Q2 		$165K Sell
5,108
-10,216
-67% -$323K ﹤0.01% 1391
2021
Q1 		$483K Sell
15,324
-5,108
-25% -$152K ﹤0.01% 933
2020
Q4 		$565K Sell
20,432
-20,432
-50% -$563K ﹤0.01% 796
2020
Q3 		$899K Buy
+40,864
New +$976K ﹤0.01% 608
2018
Q4 		– Sell
-76
Closed -$3K – 2700
2018
Q3 		$3K Buy
+76
New +$2.75K ﹤0.01% 2240
2018
Q1 		– Sell
-40
Closed -$1K – 2461
2017
Q4 		$1K Buy
+40
New +$1.21K ﹤0.01% 2257
2016
Q2 		– Sell
-190
Closed -$3K – 2297
2016
Q1 		$3K Buy
+190
New +$3.08K ﹤0.01% 1832
2015
Q3 		– Sell
-125
Closed -$3K – 1877
2015
Q2 		$3K Hold
125
– – ﹤0.01% 1227
2015
Q1 		$4K Sell
125
-255
-67% -$7.16K ﹤0.01% 1250
2014
Q4 		$11K Buy
380
+255
+204% +$6.63K ﹤0.01% 1049
2014
Q3 		$3K Hold
125
– – ﹤0.01% 1146
2014
Q2 		$3K Hold
125
– – ﹤0.01% 1118
2014
Q1 		$3K Hold
125
– – ﹤0.01% 1105
2013
Q4 		$3K Sell
125
-286
-70% -$6.52K ﹤0.01% 1199
2013
Q3 		$9K Hold
411
– – ﹤0.01% 912
2013
Q2 		$6K Buy
+411
New +$6.38K ﹤0.01% 933

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

Northwestern Mutual Wealth Management's AEL Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 130 shares — an estimated $7.31K sold.

Northwestern Mutual Wealth Management first reported a position in AEL in Q2 2013 and held it in 24 quarters. The position peaked at $899K in Q3 2020. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 130 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $7.31K.
  • Northwestern Mutual Wealth Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 24 quarters.
  • Northwestern Mutual Wealth Management's American Equity Investment Life Holding Company position peaked at $899K in Q3 2020.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.