Fortis Capital Advisors’s Aegon AEG Stock Holding History

Fortis 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
2023 Q2	–	Sell	-7,950	Closed	-$34.2K	–	120
2023 Q1	$34.2K	Buy	+7,950	New	+$40.2K	0.02%	339

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

GWI

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

Fortis Capital Advisors's AEG Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Aegon (AEG) in Q2 2023, closing a stake of 7,950 shares — an estimated $34.2K sold.

Fortis Capital Advisors first reported a position in AEG in Q1 2023 and held it in 1 quarter. The position peaked at $34.2K in Q1 2023. 206 funds tracked by Wall St. Rank hold AEG as of Q2 2023.

Fortis Capital Advisors reported no remaining Aegon position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 7,950 Aegon shares in Q2 2023, an estimated $34.2K.
Fortis Capital Advisors first reported a position in Aegon in Q1 2023 and held it in 1 quarter.
Fortis Capital Advisors's Aegon position peaked at $34.2K in Q1 2023.
206 funds tracked by Wall St. Rank held Aegon as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.