Baker Tilly Wealth Management’s Aegon AEG Stock Holding History

Baker Tilly 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	-16,351	Closed	-$70.3K	–	548
2023 Q1	$70.3K	Buy	16,351 +1,970	+14%	+$9.97K	0.01%	538
2022 Q4	$72.5K	Buy	14,381 +1,893	+15%	+$8.77K	0.01%	523
2022 Q3	$49K	Buy	12,488 +1,556	+14%	+$6.78K	0.01%	498
2022 Q2	$47K	Buy	+10,932	New	+$54.2K	0.01%	487

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

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 New York $871B AUM 31.28% 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

Baker Tilly Wealth Management's AEG Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of Aegon (AEG) in Q2 2023, closing a stake of 16,351 shares — an estimated $70.3K sold.

Baker Tilly Wealth Management first reported a position in AEG in Q2 2022 and held it in 4 quarters. The position peaked at $72.5K in Q4 2022. 206 funds tracked by Wall St. Rank hold AEG as of Q2 2023.

Baker Tilly Wealth Management reported no remaining Aegon position as of Q2 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 16,351 Aegon shares in Q2 2023, an estimated $70.3K.
Baker Tilly Wealth Management first reported a position in Aegon in Q2 2022 and held it in 4 quarters.
Baker Tilly Wealth Management's Aegon position peaked at $72.5K in Q4 2022.
206 funds tracked by Wall St. Rank held Aegon as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.