FinTrust Capital Advisors’s Aegon AEG Stock Holding History

FinTrust Capital 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
2021 Q2	–	Sell	-1,170	Closed	-$5K	–	1158
2021 Q1	$5K	Hold	1,170	–	–	﹤0.01%	1013
2020 Q4	$4K	Hold	1,170	–	–	﹤0.01%	965
2020 Q3	$3	Sell	1,170 -4,071	-78%	-$10.8K	﹤0.01%	1009
2020 Q2	$14K	Hold	5,241	–	–	0.01%	680
2020 Q1	$12K	Hold	5,241	–	–	0.01%	717
2019 Q4	$22K	Hold	5,241	–	–	0.01%	612
2019 Q3	$20K	Sell	5,241 -210	-4%	-$836	0.01%	645
2019 Q2	$24K	Sell	5,451 -364	-6%	-$1.55K	0.01%	559
2019 Q1	$24K	Buy	5,815 +170	+3%	+$742	0.01%	549
2018 Q4	$22K	Buy	+5,645	New	+$27.5K	0.01%	568

Other funds holding AEG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

GWI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's AEG Position: Q2 2021 in Review

FinTrust Capital Advisors sold out of Aegon (AEG) in Q2 2021, closing a stake of 1,170 shares — an estimated $5K sold.

FinTrust Capital Advisors first reported a position in AEG in Q4 2018 and held it in 10 quarters. The position peaked at $24K in Q2 2019. 189 funds tracked by Wall St. Rank hold AEG as of Q2 2021.

FinTrust Capital Advisors reported no remaining Aegon position as of Q2 2021 after selling out during the quarter.
FinTrust Capital Advisors sold 1,170 Aegon shares in Q2 2021, an estimated $5K.
FinTrust Capital Advisors first reported a position in Aegon in Q4 2018 and held it in 10 quarters.
FinTrust Capital Advisors's Aegon position peaked at $24K in Q2 2019.
189 funds tracked by Wall St. Rank held Aegon as of Q2 2021.

Based on FinTrust Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.