Paulson Wealth Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Paulson Wealth Management’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	-4,053	Closed	-$228K	–	146
2024 Q1	$228K	Sell	4,053 -77	-2%	-$4.28K	0.07%	133
2023 Q4	$230K	Sell	4,130 -1,520	-27%	-$82.6K	0.07%	122
2023 Q3	$303K	Buy	5,650 +551	+11%	+$29.5K	0.11%	101
2023 Q2	$266K	Buy	+5,099	New	+$205K	0.09%	105
2018 Q1	–	Sell	-165	Closed	-$5K	–	550
2017 Q4	$5K	Buy	+165	New	+$5K	﹤0.01%	452

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

Paulson Wealth Management's AEL Position: Q2 2024 in Review

Paulson Wealth Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 4,053 shares — an estimated $228K sold.

Paulson Wealth Management first reported a position in AEL in Q4 2017 and held it in 5 quarters. The position peaked at $303K in Q3 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Paulson Wealth Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Paulson Wealth Management sold 4,053 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $228K.
Paulson Wealth Management first reported a position in American Equity Investment Life Holding Company in Q4 2017 and held it in 5 quarters.
Paulson Wealth Management's American Equity Investment Life Holding Company position peaked at $303K in Q3 2023.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Paulson Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.