B. Riley Wealth Advisors’s Aegon AEG Stock Holding History

B. Riley Wealth 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
2023 Q3	–	Sell	-20,660	Closed	-$105K	–	1453
2023 Q2	$105K	Buy	+20,660	New	+$94.7K	﹤0.01%	1431
2015 Q1	–	Sell	-10,055	Closed	-$52	–	605
2014 Q4	$52	Buy	+10,055	New	+$54.2K	﹤0.01%	2066
2014 Q3	–	Sell	-9,985	Closed	-$59.5K	–	684
2014 Q2	$59.5K	Buy	9,985 +2,511	+34%	+$15.1K	0.01%	954
2014 Q1	$47K	Hold	7,474	–	–	0.01%	731
2013 Q4	$48K	Sell	7,474 -1,614	-18%	-$9.18K	0.02%	658
2013 Q3	$46K	Buy	9,088 +498	+6%	+$2.54K	0.02%	648
2013 Q2	$39K	Buy	+8,590	New	+$37.9K	0.01%	677

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

B. Riley Wealth Advisors's AEG Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Aegon (AEG) in Q3 2023, closing a stake of 20,660 shares — an estimated $105K sold.

B. Riley Wealth Advisors first reported a position in AEG in Q2 2013 and held it in 7 quarters. The position peaked at $105K in Q2 2023. 182 funds tracked by Wall St. Rank hold AEG as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Aegon position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 20,660 Aegon shares in Q3 2023, an estimated $105K.
B. Riley Wealth Advisors first reported a position in Aegon in Q2 2013 and held it in 7 quarters.
B. Riley Wealth Advisors's Aegon position peaked at $105K in Q2 2023.
182 funds tracked by Wall St. Rank held Aegon as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.