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Baltimore-Washington Financial Advisors’s Aegon AEG Stock Holding History

Baltimore-Washington Financial 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
2022
Q1 		– Sell
-40,818
Closed -$192K – 146
2021
Q4 		$192K Hold
40,818
– – 0.02% 133
2021
Q3 		$198K Buy
+40,818
New +$177K 0.02% 127

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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Baltimore-Washington Financial Advisors's AEG Position: Q1 2022 in Review

Baltimore-Washington Financial Advisors sold out of Aegon (AEG) in Q1 2022, closing a stake of 40,818 shares — an estimated $192K sold.

Baltimore-Washington Financial Advisors first reported a position in AEG in Q3 2021 and held it in 2 quarters. The position peaked at $198K in Q3 2021. 206 funds tracked by Wall St. Rank hold AEG as of Q1 2022.

  • Baltimore-Washington Financial Advisors reported no remaining Aegon position as of Q1 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 40,818 Aegon shares in Q1 2022, an estimated $192K.
  • Baltimore-Washington Financial Advisors first reported a position in Aegon in Q3 2021 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Aegon position peaked at $198K in Q3 2021.
  • 206 funds tracked by Wall St. Rank held Aegon as of Q1 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.