Gradient Investments’s Aegon AEG Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-172	Closed	-$991	–	1245
2023 Q4	$991	Hold	172	–	–	﹤0.01%	1427
2023 Q3	$826	Hold	172	–	–	﹤0.01%	1428
2023 Q2	$872	Hold	172	–	–	﹤0.01%	1401
2023 Q1	$740	Buy	+172	New	+$870	﹤0.01%	1237
2014 Q1	–	Sell	-390	Closed	-$3K	–	524
2013 Q4	$3K	Sell	390 -106	-21%	-$603	﹤0.01%	463
2013 Q3	$2K	Buy	+496	New	+$2.53K	﹤0.01%	395

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

RJA

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

GWI

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

Gradient Investments's AEG Position: Q1 2024 in Review

Gradient Investments sold out of Aegon (AEG) in Q1 2024, closing a stake of 172 shares — an estimated $991 sold.

Gradient Investments first reported a position in AEG in Q3 2013 and held it in 6 quarters. The position peaked at $3K in Q4 2013. 221 funds tracked by Wall St. Rank hold AEG as of Q1 2024.

Gradient Investments reported no remaining Aegon position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 172 Aegon shares in Q1 2024, an estimated $991.
Gradient Investments first reported a position in Aegon in Q3 2013 and held it in 6 quarters.
Gradient Investments's Aegon position peaked at $3K in Q4 2013.
221 funds tracked by Wall St. Rank held Aegon as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.