American Portfolios Advisors’s Aegon AEG Stock Holding History

American Portfolios Advisors’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
2022 Q3	$2.54K	Sell	644 -3	-0.5%	-$13	﹤0.01%	3053
2022 Q2	$2.77K	Sell	647 -14	-2%	-$69	﹤0.01%	3035
2022 Q1	$3.34K	Buy	661 +575	+669%	+$2.91K	﹤0.01%	3077
2021 Q4	$405	Sell	86 -106	-55%	-$496	﹤0.01%	3432
2021 Q3	$937	Buy	+192	New	+$832	﹤0.01%	3312
2020 Q4	–	Sell	-1,955	Closed	-$4.62K	–	2976
2020 Q3	$4.62K	Hold	1,955	–	–	﹤0.01%	2321
2020 Q2	$5.3K	Hold	1,955	–	–	﹤0.01%	2218
2020 Q1	$4.49K	Hold	1,955	–	–	﹤0.01%	2134
2019 Q4	$8.17K	Hold	1,955	–	–	﹤0.01%	2081
2019 Q3	$7.45K	Sell	1,955 -78	-4%	-$311	﹤0.01%	2038
2019 Q2	$8.93K	Sell	2,033 -73	-3%	-$311	﹤0.01%	1938
2019 Q1	$8.64K	Buy	+2,106	New	+$9.2K	﹤0.01%	1883

Other funds holding AEG

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

RJA

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

American Portfolios Advisors's AEG Position: Q3 2022 in Review

American Portfolios Advisors reduced its Aegon (AEG) stake by 0.46% in Q3 2022, selling an estimated $13 and leaving 644 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

American Portfolios Advisors first reported a position in AEG in Q1 2019 and has held it in 12 quarters since. The position peaked at $8.93K in Q2 2019. 215 funds tracked by Wall St. Rank hold AEG as of Q3 2022.

American Portfolios Advisors held 644 shares of Aegon worth $2.54K as of Q3 2022.
American Portfolios Advisors sold 3 Aegon shares in Q3 2022, an estimated $13.
Aegon made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3053 holding.
American Portfolios Advisors first reported a position in Aegon in Q1 2019 and has held it in 12 quarters since.
American Portfolios Advisors's Aegon position peaked at $8.93K in Q2 2019.
215 funds tracked by Wall St. Rank held Aegon as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.