AWM
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Angeles Wealth Management’s Aegon AEG Stock Holding History

Angeles 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
2023
Q2 		– Sell
-10,003
Closed -$43K – 218
2023
Q1 		$43K Sell
10,003
-1,030
-9% -$5.21K 0.01% 191
2022
Q4 		$55.6K Buy
+11,033
New +$51.1K 0.01% 190

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Angeles Wealth Management's AEG Position: Q2 2023 in Review

Angeles Wealth Management sold out of Aegon (AEG) in Q2 2023, closing a stake of 10,003 shares — an estimated $43K sold.

Angeles Wealth Management first reported a position in AEG in Q4 2022 and held it in 2 quarters. The position peaked at $55.6K in Q4 2022. 206 funds tracked by Wall St. Rank hold AEG as of Q2 2023.

  • Angeles Wealth Management reported no remaining Aegon position as of Q2 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 10,003 Aegon shares in Q2 2023, an estimated $43K.
  • Angeles Wealth Management first reported a position in Aegon in Q4 2022 and held it in 2 quarters.
  • Angeles Wealth Management's Aegon position peaked at $55.6K in Q4 2022.
  • 206 funds tracked by Wall St. Rank held Aegon as of Q2 2023.

Based on Angeles Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.