Steward Partners Investment Advisory’s American Equity Investment Life Holding Company AEL Stock Holding History

Steward Partners Investment Advisory’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
2023 Q2	–	Sell	-40,600	Closed	-$1.48M	–	3401
2023 Q1	$1.48M	Hold	40,600	–	–	0.02%	555
2022 Q4	$1.85M	Sell	40,600 -21,690	-35%	-$873K	0.03%	473
2022 Q3	$2.32M	Buy	62,290 +40,240	+182%	+$1.51M	0.04%	383
2022 Q2	$806K	Buy	22,050 +2,050	+10%	+$78K	0.01%	707
2022 Q1	$798K	Hold	20,000	–	–	0.01%	758
2021 Q4	$778K	Buy	+20,000	New	+$697K	0.01%	781
2021 Q1	–	Sell	-3,318	Closed	-$92K	–	3519
2020 Q4	$92K	Buy	+3,318	New	+$91.5K	﹤0.01%	1400
2020 Q2	–	Sell	-62,290	Closed	-$1.17M	–	2773
2020 Q1	$1.17M	Hold	62,290	–	–	0.04%	350
2019 Q4	$1.86M	Sell	62,290 -3,000	-5%	-$81.4K	0.06%	319
2019 Q3	$1.58M	Hold	65,290	–	–	0.05%	314
2019 Q2	$1.77M	Hold	65,290	–	–	0.07%	279
2019 Q1	$1.76M	Buy	+65,290	New	+$1.98M	0.07%	256
2018 Q3	–	Sell	-484	Closed	-$17K	–	2740
2018 Q2	$17K	Buy	+484	New	+$15.6K	﹤0.01%	1538

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's AEL Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of American Equity Investment Life Holding Company (AEL) in Q2 2023, closing a stake of 40,600 shares — an estimated $1.48M sold.

Steward Partners Investment Advisory first reported a position in AEL in Q2 2018 and held it in 13 quarters. The position peaked at $2.32M in Q3 2022. 258 funds tracked by Wall St. Rank hold AEL as of Q2 2023.

Steward Partners Investment Advisory reported no remaining American Equity Investment Life Holding Company position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 40,600 American Equity Investment Life Holding Company shares in Q2 2023, an estimated $1.48M.
Steward Partners Investment Advisory first reported a position in American Equity Investment Life Holding Company in Q2 2018 and held it in 13 quarters.
Steward Partners Investment Advisory's American Equity Investment Life Holding Company position peaked at $2.32M in Q3 2022.
258 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.