9258 Wealth Management’s Aegon AEG Stock Holding History

9258 Wealth Management’s Portfolio AEG Stock Details AEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-12,528	Closed	-$52K	–	275
2019 Q4	$52K	Buy	+12,528	New	+$51.1K	0.02%	311

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

9258 Wealth Management's AEG Position: Q1 2020 in Review

9258 Wealth Management sold out of Aegon (AEG) in Q1 2020, closing a stake of 12,528 shares — an estimated $52K sold.

9258 Wealth Management first reported a position in AEG in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 197 funds tracked by Wall St. Rank hold AEG as of Q1 2020.

9258 Wealth Management reported no remaining Aegon position as of Q1 2020 after selling out during the quarter.
9258 Wealth Management sold 12,528 Aegon shares in Q1 2020, an estimated $52K.
9258 Wealth Management first reported a position in Aegon in Q4 2019 and held it in 1 quarter.
9258 Wealth Management's Aegon position peaked at $52K in Q4 2019.
197 funds tracked by Wall St. Rank held Aegon as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.