PTC
AEL

Private Trust Company’s American Equity Investment Life Holding Company AEL Stock Holding History

Private Trust Company’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
-134
Closed -$7.53K – 2369
2024
Q1 		$7.53K Sell
134
-6
-4% -$333 ﹤0.01% 1758
2023
Q4 		$7.81K Hold
140
– – ﹤0.01% 1742
2023
Q3 		$7.51K Hold
140
– – ﹤0.01% 1710
2023
Q2 		$7.29K Sell
140
-1
-0.7% -$40 ﹤0.01% 1750
2023
Q1 		$5.14K Hold
141
– – ﹤0.01% 1837
2022
Q4 		$6K Hold
141
– – ﹤0.01% 1771
2022
Q3 		$5K Hold
141
– – ﹤0.01% 1700
2022
Q2 		$5K Buy
+141
New +$5.37K ﹤0.01% 1781
2014
Q4 		– Sell
-365
Closed -$8K – 1249
2014
Q3 		$8K Buy
365
+21
+6% +$495 ﹤0.01% 1180
2014
Q2 		$8K Hold
344
– – ﹤0.01% 1164
2014
Q1 		$8K Sell
344
-12
-3% -$277 ﹤0.01% 1061
2013
Q4 		$9K Sell
356
-24
-6% -$547 ﹤0.01% 1000
2013
Q3 		$8K Sell
380
-10
-3% -$191 ﹤0.01% 1006
2013
Q2 		$6K Buy
+390
New +$6.05K ﹤0.01% 1020

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 $10B AUM 15.14% 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

Private Trust Company's AEL Position: Q2 2024 in Review

Private Trust Company sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 134 shares — an estimated $7.53K sold.

Private Trust Company first reported a position in AEL in Q2 2013 and held it in 14 quarters. The position peaked at $9K in Q4 2013. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Private Trust Company reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Private Trust Company sold 134 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $7.53K.
  • Private Trust Company first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 14 quarters.
  • Private Trust Company's American Equity Investment Life Holding Company position peaked at $9K in Q4 2013.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Private Trust Company's 13F filing for Q2 2024, filed 23 Jul 2024.