Parkside Financial Bank & Trust’s American Equity Investment Life Holding Company AEL Stock Holding History

Parkside Financial Bank & Trust’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	-13	Closed	-$731	–	2130
2024 Q1	$731	Hold	13	–	–	﹤0.01%	1680
2023 Q4	$726	Sell	13 -186	-93%	-$10.1K	﹤0.01%	1678
2023 Q3	$10.7K	Hold	199	–	–	﹤0.01%	1098
2023 Q2	$10.4K	Hold	199	–	–	﹤0.01%	1105
2023 Q1	$7.26K	Sell	199 -5	-2%	-$213	﹤0.01%	1220
2022 Q4	$9.31K	Hold	204	–	–	﹤0.01%	1092
2022 Q3	$8K	Hold	204	–	–	﹤0.01%	1073
2022 Q2	$7K	Buy	204 +5	+3%	+$190	﹤0.01%	1136
2022 Q1	$8K	Hold	199	–	–	﹤0.01%	1131
2021 Q4	$8K	Buy	199 +4	+2%	+$139	﹤0.01%	1136
2021 Q3	$6K	Sell	195 -39	-17%	-$1.22K	﹤0.01%	1197
2021 Q2	$8K	Buy	234 +86	+58%	+$2.71K	﹤0.01%	1082
2021 Q1	$5K	Buy	148 +95	+179%	+$2.83K	﹤0.01%	1237
2020 Q4	$1K	Buy	53 +27	+104%	+$745	﹤0.01%	1575
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	1467
2020 Q2	$1K	Sell	26 -66	-72%	-$1.38K	﹤0.01%	1417
2020 Q1	$2K	Sell	92 -97	-51%	-$2.48K	﹤0.01%	1176
2019 Q4	$6K	Hold	189	–	–	﹤0.01%	922
2019 Q3	$5K	Sell	189 -12	-6%	-$290	﹤0.01%	966
2019 Q2	$5K	Sell	201 -15	-7%	-$429	﹤0.01%	987
2019 Q1	$6K	Sell	216 -29	-12%	-$879	﹤0.01%	914
2018 Q4	$7K	Buy	245 +12	+5%	+$386	﹤0.01%	847
2018 Q3	$8K	Hold	233	–	–	﹤0.01%	824
2018 Q2	$8K	Sell	233 -77	-25%	-$2.48K	﹤0.01%	803
2018 Q1	$9K	Buy	310 +6	+2%	+$192	﹤0.01%	762
2017 Q4	$9K	Sell	304 -75	-20%	-$2.27K	﹤0.01%	770
2017 Q3	$11K	Sell	379 -77	-17%	-$2.13K	﹤0.01%	716
2017 Q2	$12K	Hold	456	–	–	﹤0.01%	694
2017 Q1	$11K	Sell	456 -71	-13%	-$1.76K	﹤0.01%	690
2016 Q4	$12K	Buy	527 +52	+11%	+$1.04K	0.01%	667
2016 Q3	$8K	Buy	475 +80	+20%	+$1.32K	﹤0.01%	780
2016 Q2	$6K	Hold	395	–	–	﹤0.01%	797
2016 Q1	$7K	Hold	395	–	–	﹤0.01%	735
2015 Q4	$9K	Hold	395	–	–	﹤0.01%	686
2015 Q3	$9K	Buy	+395	New	+$10.2K	0.01%	677

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 $1.9B AUM 39.77% 1-Year Est. Return

HNB

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

Parkside Financial Bank & Trust's AEL Position: Q2 2024 in Review

Parkside Financial Bank & Trust sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 13 shares — an estimated $731 sold.

Parkside Financial Bank & Trust first reported a position in AEL in Q3 2015 and held it in 35 quarters. The position peaked at $12K in Q2 2017. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Parkside Financial Bank & Trust reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Parkside Financial Bank & Trust sold 13 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $731.
Parkside Financial Bank & Trust first reported a position in American Equity Investment Life Holding Company in Q3 2015 and held it in 35 quarters.
Parkside Financial Bank & Trust's American Equity Investment Life Holding Company position peaked at $12K in Q2 2017.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2024, filed 5 Aug 2024.