PWMG
AEL

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

Private 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
-438
Closed -$24.6K – 1629
2024
Q1 		$24.6K Hold
438
– – 0.01% 236
2023
Q4 		$24.4K Buy
+438
New +$23.8K 0.01% 240

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

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

Private Wealth Management Group sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 438 shares — an estimated $24.6K sold.

Private Wealth Management Group first reported a position in AEL in Q4 2023 and held it in 2 quarters. The position peaked at $24.6K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Private Wealth Management Group reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 438 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $24.6K.
  • Private Wealth Management Group first reported a position in American Equity Investment Life Holding Company in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's American Equity Investment Life Holding Company position peaked at $24.6K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

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