Truist Financial
AEL

Truist Financial’s American Equity Investment Life Holding Company AEL Stock Holding History

Truist Financial’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
2024
Q2 		– Sell
-13,008
Closed -$731K – 2769
2024
Q1 		$731K Sell
13,008
-240
-2% -$13.3K ﹤0.01% 1759
2023
Q4 		$739K Sell
13,248
-488
-4% -$26.5K ﹤0.01% 1764
2023
Q3 		$737K Sell
13,736
-2,356
-15% -$126K ﹤0.01% 1713
2023
Q2 		$839K Sell
16,092
-4,177
-21% -$168K ﹤0.01% 1670
2023
Q1 		$740K Buy
20,269
+31
+0.2% +$1.32K ﹤0.01% 1727
2022
Q4 		$923K Buy
+20,238
New +$815K ﹤0.01% 1589
2022
Q3 		– Sell
-5,470
Closed -$200K – 2700
2022
Q2 		$200K Sell
5,470
-205
-4% -$7.8K ﹤0.01% 2451
2022
Q1 		$226K Buy
+5,675
New +$228K ﹤0.01% 2476
2021
Q4 		– Sell
-6,912
Closed -$204K – 2881
2021
Q3 		$204K Buy
+6,912
New +$216K ﹤0.01% 2550
2020
Q3 		– Sell
-21,179
Closed -$523K – 2595
2020
Q2 		$523K Buy
+21,179
New +$442K ﹤0.01% 1599

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Truist Financial's AEL Position: Q2 2024 in Review

Truist Financial sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 13,008 shares — an estimated $731K sold.

Truist Financial first reported a position in AEL in Q2 2020 and held it in 10 quarters. The position peaked at $923K in Q4 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Truist Financial reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Truist Financial sold 13,008 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $731K.
  • Truist Financial first reported a position in American Equity Investment Life Holding Company in Q2 2020 and held it in 10 quarters.
  • Truist Financial's American Equity Investment Life Holding Company position peaked at $923K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Truist Financial's 13F filing for Q2 2024, filed 21 Aug 2024.