Patriot Financial Group Insurance Agency’s American Equity Investment Life Holding Company AEL Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-228	Closed	-$8K	–	2048
2022 Q2	$8K	Sell	228 -49	-18%	-$1.86K	﹤0.01%	1355
2022 Q1	$11K	Sell	277 -2	-0.7%	-$81	﹤0.01%	1336
2021 Q4	$11K	Buy	279 +1	+0.4%	+$35	﹤0.01%	1472
2021 Q3	$8K	Sell	278 -11	-4%	-$343	﹤0.01%	1577
2021 Q2	$9K	Hold	289	–	–	﹤0.01%	1493
2021 Q1	$9K	Sell	289 -46	-14%	-$1.37K	﹤0.01%	1404
2020 Q4	$9K	Hold	335	–	–	﹤0.01%	1276
2020 Q3	$7K	Hold	335	–	–	﹤0.01%	1160
2020 Q2	$8K	Hold	335	–	–	﹤0.01%	1062
2020 Q1	$6K	Buy	335 +276	+468%	+$7.04K	﹤0.01%	1036
2019 Q4	$2K	Buy	+59	New	+$1.6K	﹤0.01%	1152

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AEL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of American Equity Investment Life Holding Company (AEL) in Q3 2022, closing a stake of 228 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in AEL in Q4 2019 and held it in 11 quarters. The position peaked at $11K in Q1 2022. 254 funds tracked by Wall St. Rank hold AEL as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining American Equity Investment Life Holding Company position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 228 American Equity Investment Life Holding Company shares in Q3 2022, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in American Equity Investment Life Holding Company in Q4 2019 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's American Equity Investment Life Holding Company position peaked at $11K in Q1 2022.
254 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.