SWA
AEL

Sutton Wealth Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-2,116
Closed -$96.5K – 1634
2022
Q4 		$96.5K Sell
2,116
-38
-2% -$1.53K 0.04% 254
2022
Q3 		$80.3K Sell
2,154
-162
-7% -$6.08K 0.03% 276
2022
Q2 		$84.7K Sell
2,316
-29
-1% -$1.1K 0.03% 264
2022
Q1 		$93.6K Sell
2,345
-23
-1% -$926 0.03% 259
2021
Q4 		$92.2K Buy
2,368
+19
+0.8% +$662 0.03% 277
2021
Q3 		$69.5K Hold
2,349
– – 0.03% 309
2021
Q2 		$75.9K Hold
2,349
– – 0.03% 297
2021
Q1 		$74.1K Hold
2,349
– – 0.03% 289
2020
Q4 		$65K Sell
2,349
-113
-5% -$3.12K 0.03% 297
2020
Q3 		$54.1K Sell
2,462
-26
-1% -$621 0.03% 292
2020
Q2 		$61.5K Sell
2,488
-102
-4% -$2.13K 0.03% 259
2020
Q1 		$48.7K Buy
2,590
+1,105
+74% +$28.2K 0.03% 275
2019
Q4 		$44.4K Buy
1,485
+51
+4% +$1.38K 0.02% 337
2019
Q3 		$34.7K Hold
1,434
– – 0.02% 402
2019
Q2 		$38.9K Hold
1,434
– – 0.02% 368
2019
Q1 		$38.7K Hold
1,434
– – 0.02% 373
2018
Q4 		$40.1K Hold
1,434
– – 0.03% 318
2018
Q3 		$50.7K Hold
1,434
– – 0.03% 291
2018
Q2 		$51.6K Hold
1,434
– – 0.04% 276
2018
Q1 		$42.1K Hold
1,434
– – 0.03% 316
2017
Q4 		$44.1K Hold
1,434
– – 0.03% 306
2017
Q3 		$41.7K Hold
1,434
– – 0.03% 314
2017
Q2 		$37.7K Hold
1,434
– – 0.03% 318
2017
Q1 		$33.9K Hold
1,434
– – 0.03% 344
2016
Q4 		$32.3K Hold
1,434
– – 0.03% 356
2016
Q3 		$25.4K Hold
1,434
– – 0.02% 396
2016
Q2 		$20.4K Buy
1,434
+108
+8% +$1.63K 0.02% 440
2016
Q1 		$22.3K Buy
+1,326
New +$21.5K 0.02% 411

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's AEL Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q1 2023, closing a stake of 2,116 shares — an estimated $96.5K sold.

Sutton Wealth Advisors first reported a position in AEL in Q1 2016 and held it in 28 quarters. The position peaked at $96.5K in Q4 2022. 257 funds tracked by Wall St. Rank hold AEL as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining American Equity Investment Life Holding Company position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,116 American Equity Investment Life Holding Company shares in Q1 2023, an estimated $96.5K.
  • Sutton Wealth Advisors first reported a position in American Equity Investment Life Holding Company in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's American Equity Investment Life Holding Company position peaked at $96.5K in Q4 2022.
  • 257 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.