AWM
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Avior Wealth Management’s Aegon AEG Stock Holding History

Avior 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
2025
Q1 		– Sell
-213
Closed -$1.25K – 764
2024
Q4 		$1.25K Hold
213
– – ﹤0.01% 2178
2024
Q3 		$1.36K Hold
213
– – ﹤0.01% 2037
2024
Q2 		$1.3K Sell
213
-2,098
-91% -$13.3K ﹤0.01% 2000
2024
Q1 		$14K Buy
+2,311
New +$13.5K ﹤0.01% 1742

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
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avior Wealth Management's AEG Position: Q1 2025 in Review

Avior Wealth Management sold out of Aegon (AEG) in Q1 2025, closing a stake of 213 shares — an estimated $1.25K sold.

Avior Wealth Management first reported a position in AEG in Q1 2024 and held it in 4 quarters. The position peaked at $14K in Q1 2024. 256 funds tracked by Wall St. Rank hold AEG as of Q1 2025.

  • Avior Wealth Management reported no remaining Aegon position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 213 Aegon shares in Q1 2025, an estimated $1.25K.
  • Avior Wealth Management first reported a position in Aegon in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Aegon position peaked at $14K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Aegon as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.