SIS
AEL

Sound Income Strategies’s American Equity Investment Life Holding Company AEL Stock Holding History

Sound Income Strategies’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
-87
Closed -$4.86K – 1465
2023
Q4 		$4.86K Buy
+87
New +$4.73K ﹤0.01% 904
2020
Q2 		– Sell
-1,233
Closed -$23K – 898
2020
Q1 		$23K Buy
+1,233
New +$31.5K 0.01% 226

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Sound Income Strategies's AEL Position: Q1 2024 in Review

Sound Income Strategies sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 87 shares — an estimated $4.86K sold.

Sound Income Strategies first reported a position in AEL in Q1 2020 and held it in 2 quarters. The position peaked at $23K in Q1 2020. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • Sound Income Strategies reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • Sound Income Strategies sold 87 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $4.86K.
  • Sound Income Strategies first reported a position in American Equity Investment Life Holding Company in Q1 2020 and held it in 2 quarters.
  • Sound Income Strategies's American Equity Investment Life Holding Company position peaked at $23K in Q1 2020.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on Sound Income Strategies's 13F filing for Q1 2024, filed 15 Apr 2024.