SFS
AEL

Sowell Financial Services’s American Equity Investment Life Holding Company AEL Stock Holding History

Sowell Financial Services’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
-4,036
Closed -$112K – 3357
2020
Q4 		$112K Buy
4,036
+192
+5% +$5.29K ﹤0.01% 1115
2020
Q3 		$85K Buy
3,844
+3,750
+3,989% +$89.6K ﹤0.01% 1035
2020
Q2 		$2K Hold
94
– – ﹤0.01% 2221
2020
Q1 		$2K Hold
94
– – ﹤0.01% 2148
2019
Q4 		$3K Hold
94
– – ﹤0.01% 2120
2019
Q3 		$2K Buy
+94
New +$2.27K ﹤0.01% 2155

Other funds holding AEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 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 $30.8B AUM 11.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return