S
AEL

SignatureFD’s American Equity Investment Life Holding Company AEL Stock Holding History

SignatureFD’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
-634
Closed -$35.6K – 3297
2024
Q1 		$35.6K Buy
634
+35
+6% +$1.95K ﹤0.01% 1719
2023
Q4 		$33.4K Buy
599
+57
+11% +$3.1K ﹤0.01% 1665
2023
Q3 		$29.1K Hold
542
– – ﹤0.01% 1657
2023
Q2 		$28.2K Hold
542
– – ﹤0.01% 1712
2023
Q1 		$19.8K Sell
542
-7
-1% -$298 ﹤0.01% 1878
2022
Q4 		$25K Buy
549
+7
+1% +$282 ﹤0.01% 1694
2022
Q3 		$20K Sell
542
-341
-39% -$12.8K ﹤0.01% 1742
2022
Q2 		$32K Sell
883
-389
-31% -$14.8K ﹤0.01% 1542
2022
Q1 		$51K Buy
1,272
+232
+22% +$9.34K ﹤0.01% 1371
2021
Q4 		$40K Sell
1,040
-615
-37% -$21.4K ﹤0.01% 1437
2021
Q3 		$49K Buy
1,655
+1,113
+205% +$34.7K ﹤0.01% 1320
2021
Q2 		$18K Hold
542
– – ﹤0.01% 1767
2021
Q1 		$17K Hold
542
– – ﹤0.01% 1642
2020
Q4 		$15K Sell
542
-30
-5% -$827 ﹤0.01% 1562
2020
Q3 		$13K Buy
572
+30
+6% +$716 ﹤0.01% 1559
2020
Q2 		$13K Sell
542
-30
-5% -$626 ﹤0.01% 1484
2020
Q1 		$11K Buy
+572
New +$14.6K ﹤0.01% 1455
2018
Q3 		– Sell
-4
Closed – – 2024
2018
Q2 		$0 Hold
4
– – ﹤0.01% 1990
2018
Q1 		$0 Buy
+4
New +$128 ﹤0.01% 1777

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 $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

SignatureFD's AEL Position: Q2 2024 in Review

SignatureFD sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 634 shares — an estimated $35.6K sold.

SignatureFD first reported a position in AEL in Q1 2018 and held it in 19 quarters. The position peaked at $51K in Q1 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • SignatureFD reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • SignatureFD sold 634 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $35.6K.
  • SignatureFD first reported a position in American Equity Investment Life Holding Company in Q1 2018 and held it in 19 quarters.
  • SignatureFD's American Equity Investment Life Holding Company position peaked at $51K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on SignatureFD's 13F filing for Q2 2024, filed 29 Jul 2024.