SIAG
AEL

Safeguard Investment Advisory Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-898
Closed -$24K – 769
2020
Q4 		$24K Buy
+898
New +$24.8K 0.02% 285

Other funds holding AEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Safeguard Investment Advisory Group's AEL Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of American Equity Investment Life Holding Company (AEL) in Q1 2021, closing a stake of 898 shares — an estimated $24K sold.

Safeguard Investment Advisory Group first reported a position in AEL in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 230 funds tracked by Wall St. Rank hold AEL as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining American Equity Investment Life Holding Company position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 898 American Equity Investment Life Holding Company shares in Q1 2021, an estimated $24K.
  • Safeguard Investment Advisory Group first reported a position in American Equity Investment Life Holding Company in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's American Equity Investment Life Holding Company position peaked at $24K in Q4 2020.
  • 230 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.