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Legacy Wealth Asset Management’s Aegon AEG Stock Holding History

Legacy Wealth Asset 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 		– Sell
-91,827
Closed -$556K – 339
2024
Q1 		$556K Buy
91,827
+1,849
+2% +$10.8K 0.15% 210
2023
Q4 		$518K Buy
+89,978
New +$468K 0.17% 216
2023
Q3 		– Sell
-86,867
Closed -$440K – 333
2023
Q2 		$440K Buy
86,867
+984
+1% +$4.51K 0.15% 228
2023
Q1 		$369K Buy
85,883
+547
+0.6% +$2.77K 0.13% 270
2022
Q4 		$430K Sell
85,336
-36,801
-30% -$170K 0.16% 223
2022
Q3 		$484K Buy
+122,137
New +$532K 0.21% 167

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

Legacy Wealth Asset Management's AEG Position: Q2 2024 in Review

Legacy Wealth Asset Management sold out of Aegon (AEG) in Q2 2024, closing a stake of 91,827 shares — an estimated $556K sold.

Legacy Wealth Asset Management first reported a position in AEG in Q3 2022 and held it in 6 quarters. The position peaked at $556K in Q1 2024. 235 funds tracked by Wall St. Rank hold AEG as of Q2 2024.

  • Legacy Wealth Asset Management reported no remaining Aegon position as of Q2 2024 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 91,827 Aegon shares in Q2 2024, an estimated $556K.
  • Legacy Wealth Asset Management first reported a position in Aegon in Q3 2022 and held it in 6 quarters.
  • Legacy Wealth Asset Management's Aegon position peaked at $556K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Aegon as of Q2 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.