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

Wealth Quarterback’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 Q3	–	Sell	-9,601	Closed	-$500K	–	131
2023 Q2	$500K	Buy	9,601 +1,298	+16%	+$52.2K	0.35%	66
2023 Q1	$303K	Buy	+8,303	New	+$353K	0.26%	79
2022 Q3	–	Sell	-19,217	Closed	-$703K	–	119
2022 Q2	$703K	Buy	+19,217	New	+$731K	0.55%	41
2021 Q3	$118K	Hold	3,983	–	–	0.08%	146
2021 Q2	$129K	Buy	+3,983	New	+$126K	0.08%	151
2020 Q4	$469K	Sell	16,961 -2,469	-13%	-$68.1K	0.39%	61
2020 Q3	$480K	Hold	19,430	–	–	0.44%	59
2020 Q2	$480K	Buy	19,430 +7,637	+65%	+$159K	0.44%	59
2020 Q1	$243K	Sell	11,793 -89	-0.7%	-$2.27K	0.22%	88
2019 Q4	$151K	Buy	+11,882	New	+$322K	0.13%	129

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Wealth Quarterback's AEL Position: Q3 2023 in Review

Wealth Quarterback sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 9,601 shares — an estimated $500K sold.

Wealth Quarterback first reported a position in AEL in Q4 2019 and held it in 10 quarters. The position peaked at $703K in Q2 2022. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

Wealth Quarterback reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
Wealth Quarterback sold 9,601 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $500K.
Wealth Quarterback first reported a position in American Equity Investment Life Holding Company in Q4 2019 and held it in 10 quarters.
Wealth Quarterback's American Equity Investment Life Holding Company position peaked at $703K in Q2 2022.
249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Wealth Quarterback's 13F filing for Q3 2023, filed 13 Nov 2023.