PWMG
AEL

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

Prestige Wealth Management Group’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
-22
Closed -$1.24K – 1041
2024
Q1 		$1.24K Hold
22
– – ﹤0.01% 844
2023
Q4 		$1.23K Hold
22
– – ﹤0.01% 837
2023
Q3 		$1.18K Hold
22
– – ﹤0.01% 852
2023
Q2 		$1.15K Hold
22
– – ﹤0.01% 890
2023
Q1 		$803 Hold
22
– – ﹤0.01% 919
2022
Q4 		$1K Hold
22
– – ﹤0.01% 974
2022
Q3 		$1K Hold
22
– – ﹤0.01% 949
2022
Q2 		$1K Hold
22
– – ﹤0.01% 954
2022
Q1 		$1K Hold
22
– – ﹤0.01% 959
2021
Q4 		$1K Hold
22
– – ﹤0.01% 979
2021
Q3 		$1K Hold
22
– – ﹤0.01% 967
2021
Q2 		$1K Hold
22
– – ﹤0.01% 954
2021
Q1 		$1K Hold
22
– – ﹤0.01% 937
2020
Q4 		$1K Buy
+22
New +$607 ﹤0.01% 913
2020
Q3 		– Sell
-35
Closed -$1K – 932
2020
Q2 		$1K Sell
35
-1,243
-97% -$25.9K ﹤0.01% 868
2020
Q1 		$24K Sell
1,278
-8,350
-87% -$213K 0.01% 257
2019
Q4 		$289K Sell
9,628
-342
-3% -$9.28K 0.16% 95
2019
Q3 		$241K Sell
9,970
-371
-4% -$8.97K 0.14% 100
2019
Q2 		$280K Sell
10,341
-2,718
-21% -$77.8K 0.17% 93
2019
Q1 		$352K Buy
13,059
+205
+2% +$6.21K 0.22% 85
2018
Q4 		$359K Buy
+12,854
New +$413K 0.26% 70

Other funds holding AEL

Osaic Holdings
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
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

Prestige Wealth Management Group's AEL Position: Q2 2024 in Review

Prestige Wealth Management Group sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 22 shares — an estimated $1.24K sold.

Prestige Wealth Management Group first reported a position in AEL in Q4 2018 and held it in 21 quarters. The position peaked at $359K in Q4 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Prestige Wealth Management Group reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 22 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.24K.
  • Prestige Wealth Management Group first reported a position in American Equity Investment Life Holding Company in Q4 2018 and held it in 21 quarters.
  • Prestige Wealth Management Group's American Equity Investment Life Holding Company position peaked at $359K in Q4 2018.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Prestige Wealth Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.