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

Pathstone Holdings’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	-10,523	Closed	-$592K	–	2410
2024 Q1	$592K	Sell	10,523 -367	-3%	-$20.4K	﹤0.01%	1601
2023 Q4	$608K	Buy	+10,890	New	+$592K	﹤0.01%	1381

Other funds holding AEL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Pathstone Holdings's AEL Position: Q2 2024 in Review

Pathstone Holdings sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 10,523 shares — an estimated $592K sold.

Pathstone Holdings first reported a position in AEL in Q4 2023 and held it in 2 quarters. The position peaked at $608K in Q4 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Pathstone Holdings reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Pathstone Holdings sold 10,523 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $592K.
Pathstone Holdings first reported a position in American Equity Investment Life Holding Company in Q4 2023 and held it in 2 quarters.
Pathstone Holdings's American Equity Investment Life Holding Company position peaked at $608K in Q4 2023.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Pathstone Holdings's 13F filing for Q2 2024, filed 14 Aug 2024.