Kapitalo Investimentos’s Aegon AEG Stock Holding History

Kapitalo Investimentos’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	-39,326	Closed	-$169K	–	466
2023 Q1	$169K	Buy	+39,326	New	+$199K	0.06%	187

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

Kapitalo Investimentos's AEG Position: Q2 2023 in Review

Kapitalo Investimentos sold out of Aegon (AEG) in Q2 2023, closing a stake of 39,326 shares — an estimated $169K sold.

Kapitalo Investimentos first reported a position in AEG in Q1 2023 and held it in 1 quarter. The position peaked at $169K in Q1 2023. 206 funds tracked by Wall St. Rank hold AEG as of Q2 2023.

Kapitalo Investimentos reported no remaining Aegon position as of Q2 2023 after selling out during the quarter.
Kapitalo Investimentos sold 39,326 Aegon shares in Q2 2023, an estimated $169K.
Kapitalo Investimentos first reported a position in Aegon in Q1 2023 and held it in 1 quarter.
Kapitalo Investimentos's Aegon position peaked at $169K in Q1 2023.
206 funds tracked by Wall St. Rank held Aegon as of Q2 2023.

Based on Kapitalo Investimentos's 13F filing for Q2 2023, filed 29 Mar 2024.