JWM
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Janiczek Wealth Management’s Aegon AEG Stock Holding History

Janiczek 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
Q2 		$2.09K Hold
332
– – ﹤0.01% 853
2024
Q1 		$2.01K Hold
332
– – ﹤0.01% 864
2023
Q4 		$1.91K Hold
332
– – ﹤0.01% 861
2023
Q3 		$1.59K Hold
332
– – ﹤0.01% 858
2023
Q2 		$1.68K Buy
+332
New +$1.52K ﹤0.01% 786

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Optiver Holding
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

Janiczek Wealth Management's AEG Position: Q2 2024 in Review

Janiczek Wealth Management held its Aegon (AEG) position steady in Q2 2024 at 332 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Janiczek Wealth Management first reported a position in AEG in Q2 2023 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold AEG as of Q2 2024.

  • Janiczek Wealth Management held 332 shares of Aegon worth $2.09K as of Q2 2024.
  • Janiczek Wealth Management left its Aegon share count unchanged in Q2 2024.
  • Aegon made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #853 holding.
  • Janiczek Wealth Management first reported a position in Aegon in Q2 2023 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held Aegon as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.