Tarbox Family Office’s American Equity Investment Life Holding Company AEL Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-141	Closed	-$6K	–	1045
2022 Q1	$6K	Hold	141	–	–	﹤0.01%	508
2021 Q4	$5K	Hold	141	–	–	﹤0.01%	633
2021 Q3	$4K	Hold	141	–	–	﹤0.01%	743
2021 Q2	$5K	Hold	141	–	–	﹤0.01%	671
2021 Q1	$4K	Hold	141	–	–	﹤0.01%	691
2020 Q4	$4K	Hold	141	–	–	﹤0.01%	634
2020 Q3	$3K	Hold	141	–	–	﹤0.01%	688
2020 Q2	$3K	Hold	141	–	–	﹤0.01%	682
2020 Q1	$3K	Sell	141 -64	-31%	-$1.63K	﹤0.01%	579
2019 Q4	$6K	Hold	205	–	–	﹤0.01%	475
2019 Q3	$5K	Hold	205	–	–	﹤0.01%	476
2019 Q2	$6K	Buy	+205	New	+$5.87K	﹤0.01%	426

Other funds holding AEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

RRAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tarbox Family Office's AEL Position: Q2 2022 in Review

Tarbox Family Office sold out of American Equity Investment Life Holding Company (AEL) in Q2 2022, closing a stake of 141 shares — an estimated $6K sold.

Tarbox Family Office first reported a position in AEL in Q2 2019 and held it in 12 quarters. The position peaked at $6K in Q1 2022. 239 funds tracked by Wall St. Rank hold AEL as of Q2 2022.

Tarbox Family Office reported no remaining American Equity Investment Life Holding Company position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 141 American Equity Investment Life Holding Company shares in Q2 2022, an estimated $6K.
Tarbox Family Office first reported a position in American Equity Investment Life Holding Company in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's American Equity Investment Life Holding Company position peaked at $6K in Q1 2022.
239 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.