Laurel Wealth Planning’s Aegon AEG Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-731	Closed	-$3.68K	–	65
2022 Q4	$3.68K	Hold	731	–	–	﹤0.01%	185
2022 Q3	$3K	Sell	731 -17	-2%	-$74	﹤0.01%	191
2022 Q2	$3K	Sell	748 -16	-2%	-$79	﹤0.01%	201
2022 Q1	$4K	Hold	764	–	–	﹤0.01%	226
2021 Q4	$4K	Hold	764	–	–	﹤0.01%	172
2021 Q3	$4K	Buy	+764	New	+$3.31K	﹤0.01%	178

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

Laurel Wealth Planning's AEG Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Aegon (AEG) in Q1 2023, closing a stake of 731 shares — an estimated $3.68K sold.

Laurel Wealth Planning first reported a position in AEG in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 229 funds tracked by Wall St. Rank hold AEG as of Q1 2023.

Laurel Wealth Planning reported no remaining Aegon position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 731 Aegon shares in Q1 2023, an estimated $3.68K.
Laurel Wealth Planning first reported a position in Aegon in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's Aegon position peaked at $4K in Q1 2022.
229 funds tracked by Wall St. Rank held Aegon as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.