IF
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Ironwood Financial’s Aegon AEG Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-52
Closed – – 133
2021
Q3 		$0 Sell
52
-1
-2% -$4 ﹤0.01% 561
2021
Q2 		$0 Sell
53
-1
-2% -$4 ﹤0.01% 549
2021
Q1 		$0 Hold
54
– – ﹤0.01% 533
2020
Q4 		$0 Hold
54
– – ﹤0.01% 480
2020
Q3 		$0 Hold
54
– – ﹤0.01% 430
2020
Q2 		$0 Hold
54
– – ﹤0.01% 401
2020
Q1 		$0 Hold
54
– – ﹤0.01% 344
2019
Q4 		$0 Hold
54
– – ﹤0.01% 374
2019
Q3 		$0 Buy
+54
New +$215 ﹤0.01% 379

Other funds holding AEG

Dodge & Cox
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Ironwood Financial's AEG Position: Q4 2021 in Review

Ironwood Financial sold out of Aegon (AEG) in Q4 2021, closing a stake of 52 shares.

Ironwood Financial first reported a position in AEG in Q3 2019 and held it in 9 quarters. The position peaked at $0 in Q3 2021. 195 funds tracked by Wall St. Rank hold AEG as of Q4 2021.

  • Ironwood Financial reported no remaining Aegon position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 52 Aegon shares in Q4 2021.
  • Ironwood Financial first reported a position in Aegon in Q3 2019 and held it in 9 quarters.
  • Ironwood Financial's Aegon position peaked at $0 in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Aegon as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.