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Engrave Wealth Partners’s Aegon AEG Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-332
Closed – – 58
2020
Q2 		$0 Hold
332
– – ﹤0.01% 446
2020
Q1 		$0 Hold
332
– – ﹤0.01% 415
2019
Q4 		$1K Buy
+332
New +$1.35K ﹤0.01% 412

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Engrave Wealth Partners's AEG Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Aegon (AEG) in Q3 2020, closing a stake of 332 shares.

Engrave Wealth Partners first reported a position in AEG in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 171 funds tracked by Wall St. Rank hold AEG as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Aegon position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 332 Aegon shares in Q3 2020.
  • Engrave Wealth Partners first reported a position in Aegon in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Aegon position peaked at $1K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held Aegon as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.