Buckingham Strategic Wealth’s Aegon AEG Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$74.4K	Hold	12,143	–	–	﹤0.01%	746
2024 Q1	$73.5K	Hold	12,143	–	–	﹤0.01%	736
2023 Q4	$69.9K	Buy	12,143 +314	+3%	+$1.63K	﹤0.01%	707
2023 Q3	$56.8K	Buy	11,829 +2	+0%	+$10	﹤0.01%	673
2023 Q2	$60K	Buy	11,827 +692	+6%	+$3.17K	﹤0.01%	678
2023 Q1	$56.1K	Hold	11,135	–	–	﹤0.01%	595
2022 Q4	$56.1K	Sell	11,135 -606	-5%	-$2.81K	﹤0.01%	597
2022 Q3	$46K	Sell	11,741 -382	-3%	-$1.66K	﹤0.01%	586
2022 Q2	$52K	Buy	+12,123	New	+$60.2K	﹤0.01%	586
2022 Q1	–	Sell	-13,525	Closed	-$64K	–	601
2021 Q4	$64K	Buy	13,525 +94	+0.7%	+$440	﹤0.01%	585
2021 Q3	$65K	Buy	13,431 +1,121	+9%	+$4.86K	﹤0.01%	582
2021 Q2	$48K	Sell	12,310 -5,609	-31%	-$23.9K	﹤0.01%	583
2021 Q1	$78K	Buy	17,919 +4,805	+37%	+$20.1K	﹤0.01%	537
2020 Q4	$48K	Buy	+13,114	New	+$40.1K	﹤0.01%	526
2020 Q3	–	Sell	-26,280	Closed	-$71K	–	477
2020 Q2	$71K	Buy	+26,280	New	+$64.6K	0.01%	397
2020 Q1	–	Sell	-16,737	Closed	-$70K	–	459
2019 Q4	$70K	Sell	16,737 -755	-4%	-$3.08K	0.01%	455
2019 Q3	$67K	Buy	+17,492	New	+$69.7K	0.01%	422
2018 Q2	–	Sell	-26,145	Closed	-$144K	–	359
2018 Q1	$144K	Hold	26,145	–	–	0.03%	301
2017 Q4	$134K	Buy	26,145 +342	+1%	+$1.67K	0.03%	308
2017 Q3	$121K	Sell	25,803 -717	-3%	-$3.25K	0.03%	280
2017 Q2	$107K	Sell	26,520 -747	-3%	-$2.92K	0.03%	290
2017 Q1	$108K	Buy	27,267 +758	+3%	+$3.21K	0.03%	252
2016 Q4	$113K	Hold	26,509	–	–	0.04%	225
2016 Q3	$79K	Sell	26,509 -10,699	-29%	-$31.9K	0.03%	223
2016 Q2	$111K	Buy	37,208 +1,797	+5%	+$6.75K	0.04%	232
2016 Q1	$140K	Buy	+35,411	New	+$137K	0.05%	223
2015 Q4	–	Sell	-26,476	Closed	-$109K	–	212
2015 Q3	$109K	Buy	26,476 +7,216	+37%	+$34.9K	0.04%	203
2015 Q2	$100K	Buy	19,260 +1,757	+10%	+$9.53K	0.03%	219
2015 Q1	$96K	Buy	17,503 +2,222	+15%	+$11.6K	0.04%	211
2014 Q4	$79K	Hold	15,281	–	–	0.03%	197
2014 Q3	$87K	Sell	15,281 -92	-0.6%	-$521	0.04%	178
2014 Q2	$92K	Hold	15,373	–	–	0.04%	167
2014 Q1	$96K	Hold	15,373	–	–	0.04%	149
2013 Q4	$99K	Sell	15,373 -6,415	-29%	-$36.5K	0.05%	153
2013 Q3	$109K	Sell	21,788 -1,859	-8%	-$9.49K	0.06%	134
2013 Q2	$109K	Buy	+23,647	New	+$104K	0.06%	124

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Buckingham Strategic Wealth's AEG Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Aegon (AEG) position steady in Q2 2024 at 12,143 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Buckingham Strategic Wealth first reported a position in AEG in Q2 2013 and has held it in 36 quarters since. The position peaked at $144K in Q1 2018. 235 funds tracked by Wall St. Rank hold AEG as of Q2 2024.

Buckingham Strategic Wealth held 12,143 shares of Aegon worth $74.4K as of Q2 2024.
Buckingham Strategic Wealth left its Aegon share count unchanged in Q2 2024.
Aegon made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #746 holding.
Buckingham Strategic Wealth first reported a position in Aegon in Q2 2013 and has held it in 36 quarters since.
Buckingham Strategic Wealth's Aegon position peaked at $144K in Q1 2018.
235 funds tracked by Wall St. Rank held Aegon as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.