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

Xponance’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	-4,802	Closed	-$270K	–	1385
2024 Q1	$270K	Buy	4,802 +23	+0.5%	+$1.28K	﹤0.01%	1092
2023 Q4	$267K	Buy	4,779 +131	+3%	+$7.12K	﹤0.01%	1088
2023 Q3	$249K	Buy	4,648 +37	+0.8%	+$1.98K	﹤0.01%	1075
2023 Q2	$240K	Buy	+4,611	New	+$185K	﹤0.01%	1104

Other funds holding AEL

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Xponance's AEL Position: Q2 2024 in Review

Xponance sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 4,802 shares — an estimated $270K sold.

Xponance first reported a position in AEL in Q2 2023 and held it in 4 quarters. The position peaked at $270K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Xponance reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Xponance sold 4,802 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $270K.
Xponance first reported a position in American Equity Investment Life Holding Company in Q2 2023 and held it in 4 quarters.
Xponance's American Equity Investment Life Holding Company position peaked at $270K in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Xponance's 13F filing for Q2 2024, filed 14 Aug 2024.