UFF
AEL

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

USA Financial Formulas’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
-790
Closed -$32K – 463
2022
Q1 		$32K Buy
+790
New +$31.8K 0.03% 140

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
Macquarie Group
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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

USA Financial Formulas's AEL Position: Q2 2022 in Review

USA Financial Formulas sold out of American Equity Investment Life Holding Company (AEL) in Q2 2022, closing a stake of 790 shares — an estimated $32K sold.

USA Financial Formulas first reported a position in AEL in Q1 2022 and held it in 1 quarter. The position peaked at $32K in Q1 2022. 239 funds tracked by Wall St. Rank hold AEL as of Q2 2022.

  • USA Financial Formulas reported no remaining American Equity Investment Life Holding Company position as of Q2 2022 after selling out during the quarter.
  • USA Financial Formulas sold 790 American Equity Investment Life Holding Company shares in Q2 2022, an estimated $32K.
  • USA Financial Formulas first reported a position in American Equity Investment Life Holding Company in Q1 2022 and held it in 1 quarter.
  • USA Financial Formulas's American Equity Investment Life Holding Company position peaked at $32K in Q1 2022.
  • 239 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2022.

Based on USA Financial Formulas's 13F filing for Q2 2022, filed 15 Aug 2022.