BWM
AEG icon

BerganKDV Wealth Management’s Aegon AEG Stock Holding History

BerganKDV 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
2020
Q4 		– Sell
-279
Closed -$1K – 936
2020
Q3 		$1K Hold
279
– – ﹤0.01% 747
2020
Q2 		$1K Sell
279
-660
-70% -$1.62K ﹤0.01% 811
2020
Q1 		$2K Hold
939
– – ﹤0.01% 712
2019
Q4 		$4K Hold
939
– – ﹤0.01% 640
2019
Q3 		$4K Sell
939
-11
-1% -$44 ﹤0.01% 573
2019
Q2 		$4K Sell
950
-11
-1% -$47 ﹤0.01% 595
2019
Q1 		$4K Hold
961
– – ﹤0.01% 599
2018
Q4 		$4K Hold
961
– – ﹤0.01% 553
2018
Q3 		$5K Sell
961
-8
-0.8% -$42 ﹤0.01% 537
2018
Q2 		$5K Buy
+969
New +$5.34K ﹤0.01% 557

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

BerganKDV Wealth Management's AEG Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Aegon (AEG) in Q4 2020, closing a stake of 279 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in AEG in Q2 2018 and held it in 10 quarters. The position peaked at $5K in Q3 2018. 175 funds tracked by Wall St. Rank hold AEG as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Aegon position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 279 Aegon shares in Q4 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Aegon in Q2 2018 and held it in 10 quarters.
  • BerganKDV Wealth Management's Aegon position peaked at $5K in Q3 2018.
  • 175 funds tracked by Wall St. Rank held Aegon as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.