RTL
AEL

Red Tortoise LLC’s American Equity Investment Life Holding Company AEL Stock Holding History

Red Tortoise LLC’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
-48
Closed -$2.7K – 603
2024
Q1 		$2.7K Hold
48
– – ﹤0.01% 462
2023
Q4 		$2.68K Hold
48
– – ﹤0.01% 410
2023
Q3 		$2.58K Hold
48
– – ﹤0.01% 390
2023
Q2 		$2.5K Hold
48
– – ﹤0.01% 413
2023
Q1 		$1.75K Hold
48
– – ﹤0.01% 466
2022
Q4 		$2.19K Buy
+48
New +$1.93K ﹤0.01% 455
2021
Q4 		– Sell
-48
Closed -$2K – 523
2021
Q3 		$2K Buy
+48
New +$1.5K ﹤0.01% 481

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 $8.74B AUM 14.62% 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

Red Tortoise LLC's AEL Position: Q2 2024 in Review

Red Tortoise LLC sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 48 shares — an estimated $2.7K sold.

Red Tortoise LLC first reported a position in AEL in Q3 2021 and held it in 7 quarters. The position peaked at $2.7K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Red Tortoise LLC reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Red Tortoise LLC sold 48 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $2.7K.
  • Red Tortoise LLC first reported a position in American Equity Investment Life Holding Company in Q3 2021 and held it in 7 quarters.
  • Red Tortoise LLC's American Equity Investment Life Holding Company position peaked at $2.7K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Red Tortoise LLC's 13F filing for Q2 2024, filed 31 Jul 2024.