RIL
AEL

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

Rothschild Investment 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
-10
Closed -$562 – 2860
2024
Q1 		$562 Buy
+10
New +$556 ﹤0.01% 1333

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 $1.9B AUM 39.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Rothschild Investment LLC's AEL Position: Q2 2024 in Review

Rothschild Investment LLC sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 10 shares — an estimated $562 sold.

Rothschild Investment LLC first reported a position in AEL in Q1 2024 and held it in 1 quarter. The position peaked at $562 in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Rothschild Investment LLC reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 10 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $562.
  • Rothschild Investment LLC first reported a position in American Equity Investment Life Holding Company in Q1 2024 and held it in 1 quarter.
  • Rothschild Investment LLC's American Equity Investment Life Holding Company position peaked at $562 in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

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