Principal Securities’s American Equity Investment Life Holding Company AEL Stock Holding History

Principal Securities’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	-119	Closed	-$6.69K	–	3502
2024 Q1	$6.69K	Buy	119 +19	+19%	+$1.06K	﹤0.01%	2495
2023 Q4	$5.58K	Buy	+100	New	+$5.43K	﹤0.01%	2494

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 $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

Principal Securities's AEL Position: Q2 2024 in Review

Principal Securities sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 119 shares — an estimated $6.69K sold.

Principal Securities first reported a position in AEL in Q4 2023 and held it in 2 quarters. The position peaked at $6.69K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Principal Securities reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Principal Securities sold 119 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $6.69K.
Principal Securities first reported a position in American Equity Investment Life Holding Company in Q4 2023 and held it in 2 quarters.
Principal Securities's American Equity Investment Life Holding Company position peaked at $6.69K in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.