PFO
AEL

Pathstone Family Office’s American Equity Investment Life Holding Company AEL Stock Holding History

Pathstone Family Office’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
2023
Q3 		$230K Buy
+4,281
New +$229K ﹤0.01% 1435
2023
Q1 		– Sell
-8,544
Closed -$390K – 1547
2022
Q4 		$390K Sell
8,544
-201
-2% -$8.09K ﹤0.01% 1196
2022
Q3 		$326K Buy
+8,745
New +$328K ﹤0.01% 1204

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Pathstone Family Office's AEL Position: Q3 2023 in Review

Pathstone Family Office opened a new position in American Equity Investment Life Holding Company (AEL) in Q3 2023: 4,281 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1435 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in AEL as recently as Q4 2022.

Pathstone Family Office first reported a position in AEL in Q3 2022 and has held it in 3 quarters since. The position peaked at $390K in Q4 2022. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

  • Pathstone Family Office held 4,281 shares of American Equity Investment Life Holding Company worth $230K as of Q3 2023.
  • American Equity Investment Life Holding Company was a new Pathstone Family Office position in Q3 2023.
  • American Equity Investment Life Holding Company made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1435 holding.
  • Pathstone Family Office first reported a position in American Equity Investment Life Holding Company in Q3 2022 and has held it in 3 quarters since.
  • Pathstone Family Office's American Equity Investment Life Holding Company position peaked at $390K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.