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Evoke Wealth’s Aegon AEG Stock Holding History

Evoke 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
2022
Q3 		– Sell
-8
Closed – – 1162
2022
Q2 		$0 Hold
8
– – ﹤0.01% 1161
2022
Q1 		$0 Hold
8
– – ﹤0.01% 1151
2021
Q4 		$0 Buy
8
+1
+14% +$5 ﹤0.01% 1171
2021
Q3 		$0 Hold
7
– – ﹤0.01% 1133
2021
Q2 		$31K Sell
7
-1
-13% -$4 ﹤0.01% 576
2021
Q1 		$0 Hold
8
– – ﹤0.01% 1159
2020
Q4 		$0 Hold
8
– – ﹤0.01% 1026
2020
Q3 		$0 Sell
8
-293
-97% -$779 ﹤0.01% 1014
2020
Q2 		$1K Buy
301
+262
+672% +$644 ﹤0.01% 934
2020
Q1 		$89 Sell
39
-370
-90% -$1.23K ﹤0.01% 1107
2019
Q4 		$1.71K Sell
409
-61
-13% -$249 ﹤0.01% 1097
2019
Q3 		$1.79K Buy
+470
New +$1.87K ﹤0.01% 1224

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Evoke Wealth's AEG Position: Q3 2022 in Review

Evoke Wealth sold out of Aegon (AEG) in Q3 2022, closing a stake of 8 shares.

Evoke Wealth first reported a position in AEG in Q3 2019 and held it in 12 quarters. The position peaked at $31K in Q2 2021. 215 funds tracked by Wall St. Rank hold AEG as of Q3 2022.

  • Evoke Wealth reported no remaining Aegon position as of Q3 2022 after selling out during the quarter.
  • Evoke Wealth sold 8 Aegon shares in Q3 2022.
  • Evoke Wealth first reported a position in Aegon in Q3 2019 and held it in 12 quarters.
  • Evoke Wealth's Aegon position peaked at $31K in Q2 2021.
  • 215 funds tracked by Wall St. Rank held Aegon as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.