RJA
AEL

Raymond James & Associates’s American Equity Investment Life Holding Company AEL Stock Holding History

Raymond James & Associates’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
Q1 		– Sell
-18,423
Closed -$1.03M – 4068
2023
Q4 		$1.03M Sell
18,423
-84,753
-82% -$4.61M ﹤0.01% 2496
2023
Q3 		$5.53M Sell
103,176
-48,859
-32% -$2.61M ﹤0.01% 1395
2023
Q2 		$7.92M Sell
152,035
-31,030
-17% -$1.25M 0.01% 1202
2023
Q1 		$6.68M Sell
183,065
-67,494
-27% -$2.87M 0.01% 1273
2022
Q4 		$11.4M Sell
250,559
-78,898
-24% -$3.18M 0.01% 923
2022
Q3 		$12.3M Sell
329,457
-252,859
-43% -$9.49M 0.01% 853
2022
Q2 		$21.3M Sell
582,316
-30,605
-5% -$1.16M 0.02% 593
2022
Q1 		$24.5M Buy
612,921
+72,045
+13% +$2.9M 0.02% 603
2021
Q4 		$21.1M Sell
540,876
-79,169
-13% -$2.76M 0.02% 720
2021
Q3 		$18.3M Buy
620,045
+307,661
+98% +$9.6M 0.02% 759
2021
Q2 		$10.1M Sell
312,384
-1,749
-0.6% -$55.2K 0.01% 1064
2021
Q1 		$9.9M Buy
314,133
+70,048
+29% +$2.09M 0.01% 1039
2020
Q4 		$6.75M Buy
+244,085
New +$6.73M 0.01% 1165
2020
Q3 		– Sell
-10,209
Closed -$252K – 3719
2020
Q2 		$252K Sell
10,209
-17,298
-63% -$361K ﹤0.01% 3015
2020
Q1 		$517K Buy
27,507
+7,191
+35% +$183K ﹤0.01% 2404
2019
Q4 		$608K Sell
20,316
-3,307
-14% -$89.7K ﹤0.01% 2581
2019
Q3 		$572K Buy
23,623
+4,883
+26% +$118K ﹤0.01% 2555
2019
Q2 		$509K Sell
18,740
-364
-2% -$10.4K ﹤0.01% 2653
2019
Q1 		$516K Buy
19,104
+6,000
+46% +$182K ﹤0.01% 2626
2018
Q4 		$366K Sell
13,104
-7,350
-36% -$236K ﹤0.01% 2743
2018
Q3 		$723K Sell
20,454
-31,594
-61% -$1.14M ﹤0.01% 2449
2018
Q2 		$1.87M Sell
52,048
-41,019
-44% -$1.32M ﹤0.01% 1786
2018
Q1 		$2.73M Buy
93,067
+37,303
+67% +$1.19M ﹤0.01% 1499
2017
Q4 		$1.71M Sell
55,764
-1,076
-2% -$32.6K ﹤0.01% 1780
2017
Q3 		$1.65M Sell
56,840
-13,925
-20% -$384K ﹤0.01% 1766
2017
Q2 		$1.86M Buy
70,765
+2,234
+3% +$54.4K ﹤0.01% 1616
2017
Q1 		$1.62M Buy
68,531
+56,829
+486% +$1.41M ﹤0.01% 1668
2016
Q4 		$264K Buy
+11,702
New +$234K ﹤0.01% 2716
2013
Q3 		– Sell
-13,871
Closed -$218K – 1995
2013
Q2 		$218K Buy
+13,871
New +$215K ﹤0.01% 1823

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Raymond James & Associates's AEL Position: Q1 2024 in Review

Raymond James & Associates sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 18,423 shares — an estimated $1.03M sold.

Raymond James & Associates first reported a position in AEL in Q2 2013 and held it in 29 quarters. The position peaked at $24.5M in Q1 2022. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • Raymond James & Associates reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • Raymond James & Associates sold 18,423 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $1.03M.
  • Raymond James & Associates first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 29 quarters.
  • Raymond James & Associates's American Equity Investment Life Holding Company position peaked at $24.5M in Q1 2022.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on Raymond James & Associates's 13F filing for Q1 2024, filed 22 Apr 2024.