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Emergent Wealth Advisors’s Aegon AEG Stock Holding History

Emergent Wealth 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
2025
Q1 		– Sell
-16,500
Closed -$97.2K – 109
2024
Q4 		$97.2K Hold
16,500
– – 0.07% 115
2024
Q3 		$105K Hold
16,500
– – 0.08% 109
2024
Q2 		$101K Hold
16,500
– – 0.08% 108
2024
Q1 		$99.8K Sell
16,500
-25,500
-61% -$148K 0.09% 104
2023
Q4 		$242K Buy
+42,000
New +$218K 0.23% 90

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Emergent Wealth Advisors's AEG Position: Q1 2025 in Review

Emergent Wealth Advisors sold out of Aegon (AEG) in Q1 2025, closing a stake of 16,500 shares — an estimated $97.2K sold.

Emergent Wealth Advisors first reported a position in AEG in Q4 2023 and held it in 5 quarters. The position peaked at $242K in Q4 2023. 256 funds tracked by Wall St. Rank hold AEG as of Q1 2025.

  • Emergent Wealth Advisors reported no remaining Aegon position as of Q1 2025 after selling out during the quarter.
  • Emergent Wealth Advisors sold 16,500 Aegon shares in Q1 2025, an estimated $97.2K.
  • Emergent Wealth Advisors first reported a position in Aegon in Q4 2023 and held it in 5 quarters.
  • Emergent Wealth Advisors's Aegon position peaked at $242K in Q4 2023.
  • 256 funds tracked by Wall St. Rank held Aegon as of Q1 2025.

Based on Emergent Wealth Advisors's 13F filing for Q1 2025, filed 31 Oct 2025.