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

TCI 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 Q2	–	Sell	-743	Closed	-$27.1K	–	2417
2023 Q1	$27.1K	Sell	743 -69	-8%	-$2.93K	﹤0.01%	591
2022 Q4	$37K	Buy	812 +1	+0.1%	+$40	0.01%	487
2022 Q3	$30K	Buy	811 +39	+5%	+$1.46K	﹤0.01%	521
2022 Q2	$28K	Hold	772	–	–	﹤0.01%	543
2022 Q1	$31K	Buy	772 +35	+5%	+$1.41K	﹤0.01%	537
2021 Q4	$29K	Hold	737	–	–	﹤0.01%	556
2021 Q3	$22K	Buy	737 +55	+8%	+$1.72K	﹤0.01%	661
2021 Q2	$22K	Buy	682 +113	+20%	+$3.57K	﹤0.01%	594
2021 Q1	$18K	Buy	569 +148	+35%	+$4.41K	0.01%	616
2020 Q4	$12K	Hold	421	–	–	0.01%	613
2020 Q3	$9K	Hold	421	–	–	﹤0.01%	616
2020 Q2	$10K	Sell	421 -51	-11%	-$1.06K	﹤0.01%	586
2020 Q1	$9K	Sell	472 -27	-5%	-$689	﹤0.01%	605
2019 Q4	$15K	Hold	499	–	–	0.01%	622
2019 Q3	$12K	Hold	499	–	–	0.01%	607
2019 Q2	$14K	Hold	499	–	–	0.01%	555
2019 Q1	$13K	Hold	499	–	–	0.01%	586
2018 Q4	$14K	Hold	499	–	–	0.01%	557
2018 Q3	$18K	Hold	499	–	–	0.01%	528
2018 Q2	$18K	Hold	499	–	–	0.01%	510
2018 Q1	$15K	Hold	499	–	–	0.01%	551
2017 Q4	$15K	Hold	499	–	–	0.01%	556
2017 Q3	$15K	Hold	499	–	–	0.01%	524
2017 Q2	$13K	Hold	499	–	–	0.01%	549
2017 Q1	$12K	Hold	499	–	–	0.01%	553
2016 Q4	$11K	Hold	499	–	–	0.01%	614
2016 Q3	$9K	Hold	499	–	–	﹤0.01%	614
2016 Q2	$7K	Hold	499	–	–	﹤0.01%	663
2016 Q1	$8K	Hold	499	–	–	﹤0.01%	637
2015 Q4	$12K	Buy	+499	New	+$12.7K	0.01%	545

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

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

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

TCI Wealth Advisors's AEL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2023, closing a stake of 743 shares — an estimated $27.1K sold.

TCI Wealth Advisors first reported a position in AEL in Q4 2015 and held it in 30 quarters. The position peaked at $37K in Q4 2022. 258 funds tracked by Wall St. Rank hold AEL as of Q2 2023.

TCI Wealth Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 743 American Equity Investment Life Holding Company shares in Q2 2023, an estimated $27.1K.
TCI Wealth Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2015 and held it in 30 quarters.
TCI Wealth Advisors's American Equity Investment Life Holding Company position peaked at $37K in Q4 2022.
258 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.