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AEL

WealthCollab’s American Equity Investment Life Holding Company AEL Stock Holding History

WealthCollab’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
-20
Closed -$1.13K – 916
2024
Q1 		$1.13K Hold
20
– – ﹤0.01% 815
2023
Q4 		$1.12K Buy
+20
New +$1.09K ﹤0.01% 810

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 $10B AUM 15.14% 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

WealthCollab's AEL Position: Q2 2024 in Review

WealthCollab sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 20 shares — an estimated $1.13K sold.

WealthCollab first reported a position in AEL in Q4 2023 and held it in 2 quarters. The position peaked at $1.13K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • WealthCollab reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • WealthCollab sold 20 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.13K.
  • WealthCollab first reported a position in American Equity Investment Life Holding Company in Q4 2023 and held it in 2 quarters.
  • WealthCollab's American Equity Investment Life Holding Company position peaked at $1.13K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on WealthCollab's 13F filing for Q2 2024, filed 13 Aug 2024.