WB
AEL

West Bancorporation’s American Equity Investment Life Holding Company AEL Stock Holding History

West Bancorporation’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
-355,341
Closed -$20M – 106
2024
Q1 		$20M Hold
355,341
– – 13.13% 1
2023
Q4 		$19.8M Sell
355,341
-10,000
-3% -$544K 12.8% 1
2023
Q3 		$19.6M Sell
365,341
-10,000
-3% -$535K 13.87% 1
2023
Q2 		$19.6M Hold
375,341
– – 13.14% 1
2023
Q1 		$13.7M Sell
375,341
-3,506
-0.9% -$149K 10.43% 1
2022
Q4 		$17.3M Sell
378,847
-24,000
-6% -$966K 12.83% 1
2022
Q3 		$15M Sell
402,847
-46,700
-10% -$1.75M 11.15% 1
2022
Q2 		$16.4M Sell
449,547
-59,507
-12% -$2.26M 11.58% 1
2022
Q1 		$20.3M Sell
509,054
-61,663
-11% -$2.48M 12.6% 1
2021
Q4 		$22.2M Buy
+570,717
New +$19.9M 17.45% 1
2020
Q3 		$4.67M Sell
212,238
-175,550
-45% -$4.19M 5.47% 6
2020
Q2 		$9.58M Sell
387,788
-55
-0% -$1.15K 11.15% 1
2020
Q1 		$7.29M Sell
387,843
-85,756
-18% -$2.19M 10.13% 1
2019
Q4 		$14.2M Buy
+473,599
New +$12.8M 14.21% 1

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

West Bancorporation's AEL Position: Q2 2024 in Review

West Bancorporation sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 355,341 shares — an estimated $20M sold.

West Bancorporation first reported a position in AEL in Q4 2019 and held it in 14 quarters. The position peaked at $22.2M in Q4 2021. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • West Bancorporation reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • West Bancorporation sold 355,341 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $20M.
  • West Bancorporation first reported a position in American Equity Investment Life Holding Company in Q4 2019 and held it in 14 quarters.
  • West Bancorporation's American Equity Investment Life Holding Company position peaked at $22.2M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on West Bancorporation's 13F filing for Q2 2024, filed 26 Jul 2024.