Wells Fargo
AEL

Wells Fargo’s American Equity Investment Life Holding Company AEL Stock Holding History

Wells Fargo’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
-32,102
Closed -$1.8M – 7713
2024
Q1 		$1.8M Buy
32,102
+3,224
+11% +$179K ﹤0.01% 3053
2023
Q4 		$1.61M Buy
28,878
+2,872
+11% +$156K ﹤0.01% 3079
2023
Q3 		$1.39M Sell
26,006
-14,530
-36% -$777K ﹤0.01% 3080
2023
Q2 		$2.11M Buy
40,536
+5,775
+17% +$232K ﹤0.01% 2868
2023
Q1 		$1.27M Buy
34,761
+15,469
+80% +$658K ﹤0.01% 3211
2022
Q4 		$880K Buy
19,292
+7,270
+60% +$293K ﹤0.01% 3320
2022
Q3 		$449K Sell
12,022
-1,535
-11% -$57.6K ﹤0.01% 3751
2022
Q2 		$495K Sell
13,557
-57,646
-81% -$2.19M ﹤0.01% 3754
2022
Q1 		$2.84M Sell
71,203
-26,695
-27% -$1.07M ﹤0.01% 2962
2021
Q4 		$3.81M Sell
97,898
-236,439
-71% -$8.24M ﹤0.01% 2851
2021
Q3 		$9.89M Sell
334,337
-19,828
-6% -$619K ﹤0.01% 2225
2021
Q2 		$11.4M Sell
354,165
-40,796
-10% -$1.29M ﹤0.01% 2121
2021
Q1 		$12.5M Buy
394,961
+97,954
+33% +$2.92M ﹤0.01% 2030
2020
Q4 		$8.22M Sell
297,007
-430,266
-59% -$11.9M ﹤0.01% 2271
2020
Q3 		$16M Buy
727,273
+28,725
+4% +$686K ﹤0.01% 1560
2020
Q2 		$17.3M Buy
698,548
+94,272
+16% +$1.97M 0.01% 1458
2020
Q1 		$11.4M Buy
604,276
+33,478
+6% +$854K ﹤0.01% 1587
2019
Q4 		$17.1M Buy
570,798
+42,095
+8% +$1.14M ﹤0.01% 1565
2019
Q3 		$12.8M Sell
528,703
-167,290
-24% -$4.04M ﹤0.01% 1762
2019
Q2 		$18.9M Buy
695,993
+197,306
+40% +$5.64M 0.01% 1501
2019
Q1 		$13.5M Sell
498,687
-12,281
-2% -$372K ﹤0.01% 1724
2018
Q4 		$14.3M Sell
510,968
-11,162
-2% -$359K ﹤0.01% 1612
2018
Q3 		$18.5M Sell
522,130
-45,363
-8% -$1.64M 0.01% 1561
2018
Q2 		$20.4M Sell
567,493
-91,326
-14% -$2.95M 0.01% 1487
2018
Q1 		$19.3M Sell
658,819
-194,809
-23% -$6.24M 0.01% 1487
2017
Q4 		$26.2M Buy
853,628
+344,654
+68% +$10.5M 0.01% 1289
2017
Q3 		$14.8M Sell
508,974
-15,507
-3% -$428K ﹤0.01% 1643
2017
Q2 		$13.8M Buy
524,481
+31,382
+6% +$764K ﹤0.01% 1666
2017
Q1 		$11.7M Sell
493,099
-40,674
-8% -$1.01M ﹤0.01% 1785
2016
Q4 		$12M Buy
533,773
+65,392
+14% +$1.31M ﹤0.01% 1717
2016
Q3 		$8.3M Sell
468,381
-438,785
-48% -$7.25M ﹤0.01% 1885
2016
Q2 		$12.9M Buy
907,166
+71,616
+9% +$1.08M 0.01% 1620
2016
Q1 		$14M Buy
835,550
+88,902
+12% +$1.44M 0.01% 1524
2015
Q4 		$17.9M Buy
746,648
+8,945
+1% +$228K 0.01% 1403
2015
Q3 		$17.2M Sell
737,703
-17,615
-2% -$454K 0.01% 1395
2015
Q2 		$20.4M Sell
755,318
-8,460
-1% -$232K 0.01% 1363
2015
Q1 		$22.2M Sell
763,778
-8,967
-1% -$252K 0.01% 1260
2014
Q4 		$22.6M Sell
772,745
-63,304
-8% -$1.65M 0.01% 1212
2014
Q3 		$19.1M Sell
836,049
-76,301
-8% -$1.8M 0.01% 1285
2014
Q2 		$22.4M Buy
912,350
+343,699
+60% +$7.95M 0.01% 1205
2014
Q1 		$13.4M Sell
568,651
-71,282
-11% -$1.64M 0.01% 1559
2013
Q4 		$16.9M Buy
639,933
+3,132
+0.5% +$71.4K 0.01% 1339
2013
Q3 		$13.5M Buy
636,801
+9,864
+2% +$188K 0.01% 1448
2013
Q2 		$9.84M Buy
+626,937
New +$9.73M 0.01% 1595

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

Wells Fargo's AEL Position: Q2 2024 in Review

Wells Fargo sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 32,102 shares — an estimated $1.8M sold.

Wells Fargo first reported a position in AEL in Q2 2013 and held it in 44 quarters. The position peaked at $26.2M in Q4 2017. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Wells Fargo reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 32,102 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.8M.
  • Wells Fargo first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 44 quarters.
  • Wells Fargo's American Equity Investment Life Holding Company position peaked at $26.2M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

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