Cordatus Wealth Management’s Aegon AEG Stock Holding History

Cordatus 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
2022 Q3	–	Sell	-130,324	Closed	-$558K	–	65
2022 Q2	$558K	Buy	+130,324	New	+$647K	0.26%	110

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Cordatus Wealth Management's AEG Position: Q3 2022 in Review

Cordatus Wealth Management sold out of Aegon (AEG) in Q3 2022, closing a stake of 130,324 shares — an estimated $558K sold.

Cordatus Wealth Management first reported a position in AEG in Q2 2022 and held it in 1 quarter. The position peaked at $558K in Q2 2022. 215 funds tracked by Wall St. Rank hold AEG as of Q3 2022.

Cordatus Wealth Management reported no remaining Aegon position as of Q3 2022 after selling out during the quarter.
Cordatus Wealth Management sold 130,324 Aegon shares in Q3 2022, an estimated $558K.
Cordatus Wealth Management first reported a position in Aegon in Q2 2022 and held it in 1 quarter.
Cordatus Wealth Management's Aegon position peaked at $558K in Q2 2022.
215 funds tracked by Wall St. Rank held Aegon as of Q3 2022.

Based on Cordatus Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.