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

Valeo Financial 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
2021 Q2	–	Sell	-100	Closed	-$3K	–	1947
2021 Q1	$3K	Buy	+100	New	+$2.98K	﹤0.01%	1746
2020 Q3	–	Sell	-36	Closed	-$1K	–	2219
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	1995
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	1752
2019 Q4	$1K	Hold	36	–	–	﹤0.01%	1592
2019 Q3	$1K	Buy	36 +4	+13%	+$97	﹤0.01%	1512
2019 Q2	$1K	Hold	32	–	–	﹤0.01%	1513
2019 Q1	$1K	Buy	32 +3	+10%	+$91	﹤0.01%	1506
2018 Q4	$1K	Sell	29 -4	-12%	-$129	﹤0.01%	1433
2018 Q3	$1K	Hold	33	–	–	﹤0.01%	1710
2018 Q2	$1K	Hold	33	–	–	﹤0.01%	1538
2018 Q1	$1K	Buy	33 +4	+14%	+$128	﹤0.01%	1487
2017 Q4	$1K	Hold	29	–	–	﹤0.01%	1337
2017 Q3	$1K	Buy	+29	New	+$800	﹤0.01%	1145

Other funds holding AEL

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Valeo Financial Advisors's AEL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in AEL in Q3 2017 and held it in 13 quarters. The position peaked at $3K in Q1 2021. 212 funds tracked by Wall St. Rank hold AEL as of Q2 2021.

Valeo Financial Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 100 American Equity Investment Life Holding Company shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in American Equity Investment Life Holding Company in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's American Equity Investment Life Holding Company position peaked at $3K in Q1 2021.
212 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.