IFWM
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Institute for Wealth Management’s Aegon AEG Stock Holding History

Institute for Wealth Management’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
-16,981
Closed -$97.8K – 507
2023
Q4 		$97.8K Buy
+16,981
New +$88.3K 0.02% 479
2023
Q3 		– Sell
-20,238
Closed -$103K – 456
2023
Q2 		$103K Buy
20,238
+85
+0.4% +$390 0.02% 454
2023
Q1 		$86.7K Buy
20,153
+43
+0.2% +$218 0.02% 441
2022
Q4 		$101K Sell
20,110
-3,317
-14% -$15.4K 0.02% 443
2022
Q3 		$93K Sell
23,427
-49,508
-68% -$216K 0.02% 436
2022
Q2 		$312K Sell
72,935
-1,581
-2% -$7.84K 0.06% 384
2022
Q1 		$377K Buy
74,516
+45,501
+157% +$230K 0.06% 353
2021
Q4 		$137K Sell
29,015
-6,264
-18% -$29.3K 0.02% 479
2021
Q3 		$172K Sell
35,279
-1,352
-4% -$5.86K 0.03% 465
2021
Q2 		$142K Sell
36,631
-12,035
-25% -$51.2K 0.02% 472
2021
Q1 		$212K Sell
48,666
-16,406
-25% -$68.7K 0.04% 434
2020
Q4 		$237K Sell
65,072
-8,497
-12% -$26K 0.05% 394
2020
Q3 		$174K Sell
73,569
-11,735
-14% -$31.2K 0.04% 401
2020
Q2 		$231K Sell
85,304
-7,025
-8% -$17.3K 0.06% 369
2020
Q1 		$212K Sell
92,329
-19,645
-18% -$65.5K 0.07% 359
2019
Q4 		$468K Sell
111,974
-11,346
-9% -$46.3K 0.11% 264
2019
Q3 		$472K Sell
123,320
-8,119
-6% -$32.3K 0.12% 245
2019
Q2 		$578K Sell
131,439
-72,156
-35% -$307K 0.13% 232
2019
Q1 		$3.47M Buy
203,595
+7,454
+4% +$32.5K 0.75% 21
2018
Q4 		$776K Buy
196,141
+19,737
+11% +$96.3K 0.32% 92
2018
Q3 		$996K Sell
176,404
-19,545
-10% -$102K 0.34% 100
2018
Q2 		$965K Sell
195,949
-14,476
-7% -$79.7K 0.31% 114
2018
Q1 		$1.2M Buy
210,425
+109,026
+108% +$601K 0.35% 96
2017
Q4 		$522K Buy
101,399
+27,549
+37% +$134K 0.12% 218
2017
Q3 		$348K Buy
73,850
+55,717
+307% +$253K 0.11% 215
2017
Q2 		$74K Buy
+18,133
New +$71K 0.02% 406

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Optiver Holding
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
GS
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

Institute for Wealth Management's AEG Position: Q1 2024 in Review

Institute for Wealth Management sold out of Aegon (AEG) in Q1 2024, closing a stake of 16,981 shares — an estimated $97.8K sold.

Institute for Wealth Management first reported a position in AEG in Q2 2017 and held it in 26 quarters. The position peaked at $3.47M in Q1 2019. 221 funds tracked by Wall St. Rank hold AEG as of Q1 2024.

  • Institute for Wealth Management reported no remaining Aegon position as of Q1 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 16,981 Aegon shares in Q1 2024, an estimated $97.8K.
  • Institute for Wealth Management first reported a position in Aegon in Q2 2017 and held it in 26 quarters.
  • Institute for Wealth Management's Aegon position peaked at $3.47M in Q1 2019.
  • 221 funds tracked by Wall St. Rank held Aegon as of Q1 2024.

Based on Institute for Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.