Capital Wealth Planning’s Aegon AEG Stock Holding History

Capital Wealth Planning’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 Q1	–	Sell	-25,974	Closed	-$131K	–	138
2022 Q4	$131K	Buy	+25,974	New	+$120K	﹤0.01%	100

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

Capital Wealth Planning's AEG Position: Q1 2023 in Review

Capital Wealth Planning sold out of Aegon (AEG) in Q1 2023, closing a stake of 25,974 shares — an estimated $131K sold.

Capital Wealth Planning first reported a position in AEG in Q4 2022 and held it in 1 quarter. The position peaked at $131K in Q4 2022. 229 funds tracked by Wall St. Rank hold AEG as of Q1 2023.

Capital Wealth Planning reported no remaining Aegon position as of Q1 2023 after selling out during the quarter.
Capital Wealth Planning sold 25,974 Aegon shares in Q1 2023, an estimated $131K.
Capital Wealth Planning first reported a position in Aegon in Q4 2022 and held it in 1 quarter.
Capital Wealth Planning's Aegon position peaked at $131K in Q4 2022.
229 funds tracked by Wall St. Rank held Aegon as of Q1 2023.

Based on Capital Wealth Planning's 13F filing for Q1 2023, filed 4 May 2023.