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

Parallel 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	-2,068	Closed	-$116K	–	3464
2024 Q1	$116K	Sell	2,068 -4	-0.2%	-$222	﹤0.01%	1098
2023 Q4	$116K	Sell	2,072 -250	-11%	-$13.6K	﹤0.01%	1050
2023 Q3	$125K	Hold	2,322	–	–	﹤0.01%	986
2023 Q2	$121K	Hold	2,322	–	–	﹤0.01%	994
2023 Q1	$84.7K	Buy	2,322 +1,900	+450%	+$80.8K	﹤0.01%	1125
2022 Q4	$19.3K	Hold	422	–	–	﹤0.01%	1727
2022 Q3	$16K	Hold	422	–	–	﹤0.01%	1797
2022 Q2	$15K	Hold	422	–	–	﹤0.01%	1823
2022 Q1	$17K	Hold	422	–	–	﹤0.01%	1817
2021 Q4	$16K	Hold	422	–	–	﹤0.01%	1915
2021 Q3	$12K	Hold	422	–	–	﹤0.01%	2008
2021 Q2	$14K	Hold	422	–	–	﹤0.01%	1876
2021 Q1	$13K	Hold	422	–	–	﹤0.01%	1823
2020 Q4	$12K	Hold	422	–	–	﹤0.01%	1726
2020 Q3	$9K	Hold	422	–	–	﹤0.01%	1798
2020 Q2	$10K	Sell	422 -2	-0.5%	-$42	﹤0.01%	1732
2020 Q1	$7K	Sell	424 -210	-33%	-$5.36K	﹤0.01%	1797
2019 Q4	$19K	Buy	634 +1	+0.2%	+$27	﹤0.01%	1434
2019 Q3	$15K	Sell	633 -138	-18%	-$3.34K	﹤0.01%	1513
2019 Q2	$21K	Hold	771	–	–	﹤0.01%	1276
2019 Q1	$21K	Hold	771	–	–	﹤0.01%	1206
2018 Q4	$21K	Hold	771	–	–	﹤0.01%	1033
2018 Q3	$27K	Buy	771 +219	+40%	+$7.91K	﹤0.01%	1041
2018 Q2	$19K	Sell	552 -17	-3%	-$548	﹤0.01%	1084
2018 Q1	$17K	Sell	569 -13	-2%	-$416	﹤0.01%	1072
2017 Q4	$18K	Buy	582 +1	+0.2%	+$30	﹤0.01%	1064
2017 Q3	$17K	Sell	581 -12	-2%	-$331	﹤0.01%	1067
2017 Q2	$16K	Buy	593 +89	+18%	+$2.17K	﹤0.01%	1112
2017 Q1	$12K	Buy	+504	New	+$12.5K	﹤0.01%	1160

Other funds holding AEL

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Parallel Advisors's AEL Position: Q2 2024 in Review

Parallel Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 2,068 shares — an estimated $116K sold.

Parallel Advisors first reported a position in AEL in Q1 2017 and held it in 29 quarters. The position peaked at $125K in Q3 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Parallel Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Parallel Advisors sold 2,068 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $116K.
Parallel Advisors first reported a position in American Equity Investment Life Holding Company in Q1 2017 and held it in 29 quarters.
Parallel Advisors's American Equity Investment Life Holding Company position peaked at $125K in Q3 2023.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Parallel Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.