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 – 3348
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 $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 $77B AUM 10.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $121B AUM 27.52% 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 $1.15T AUM 47.82% 1-Year Est. Return

Sowell Financial Services's AEL Position: Q1 2021 in Review

Sowell Financial Services sold out of American Equity Investment Life Holding Company (AEL) in Q1 2021, closing a stake of 4,036 shares — an estimated $112K sold.

Sowell Financial Services first reported a position in AEL in Q3 2019 and held it in 6 quarters. The position peaked at $112K in Q4 2020. 230 funds tracked by Wall St. Rank hold AEL as of Q1 2021.

  • Sowell Financial Services reported no remaining American Equity Investment Life Holding Company position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,036 American Equity Investment Life Holding Company shares in Q1 2021, an estimated $112K.
  • Sowell Financial Services first reported a position in American Equity Investment Life Holding Company in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's American Equity Investment Life Holding Company position peaked at $112K in Q4 2020.
  • 230 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.