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

Wipfli 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
2022 Q3	$71K	Buy	+1,902	New	+$71.4K	0.01%	907

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wipfli Financial Advisors's AEL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in American Equity Investment Life Holding Company (AEL) in Q3 2022: 1,902 shares worth $71K. The stake represents 0.01% of the portfolio and ranks #907 among its holdings.

254 funds tracked by Wall St. Rank hold AEL as of Q3 2022.

Wipfli Financial Advisors held 1,902 shares of American Equity Investment Life Holding Company worth $71K as of Q3 2022.
American Equity Investment Life Holding Company was a new Wipfli Financial Advisors position in Q3 2022.
American Equity Investment Life Holding Company made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #907 holding.
254 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.