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Ashton Thomas Private Wealth’s Aegon AEG Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-4,826
Closed -$29.6K – 637
2024
Q2 		$29.6K Buy
+4,826
New +$30.5K ﹤0.01% 1058

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Ashton Thomas Private Wealth's AEG Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Aegon (AEG) in Q3 2024, closing a stake of 4,826 shares — an estimated $29.6K sold.

Ashton Thomas Private Wealth first reported a position in AEG in Q2 2024 and held it in 1 quarter. The position peaked at $29.6K in Q2 2024. 237 funds tracked by Wall St. Rank hold AEG as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Aegon position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 4,826 Aegon shares in Q3 2024, an estimated $29.6K.
  • Ashton Thomas Private Wealth first reported a position in Aegon in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Aegon position peaked at $29.6K in Q2 2024.
  • 237 funds tracked by Wall St. Rank held Aegon as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.