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Liberty Wealth Management’s Aegon AEG Stock Holding History

Liberty 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
2021
Q4 		– Sell
-2,452
Closed -$12K – 182
2021
Q3 		$12K Buy
2,452
+40
+2% +$173 ﹤0.01% 781
2021
Q2 		$9K Sell
2,412
-43
-2% -$183 ﹤0.01% 665
2021
Q1 		$10K Buy
2,455
+4
+0.2% +$17 ﹤0.01% 586
2020
Q4 		$9K Sell
2,451
-2
-0.1% -$6 ﹤0.01% 603
2020
Q3 		$6K Buy
2,453
+62
+3% +$165 ﹤0.01% 586
2020
Q2 		$6K Buy
+2,391
New +$5.88K ﹤0.01% 564
2020
Q1 		– Sell
-848
Closed -$3K – 876
2019
Q4 		$3K Buy
+848
New +$3.46K ﹤0.01% 716
2019
Q3 		– Sell
-398
Closed -$2K – 853
2019
Q2 		$2K Sell
398
-2,714
-87% -$11.6K ﹤0.01% 739
2019
Q1 		$12K Buy
3,112
+1,006
+48% +$4.39K 0.01% 403
2018
Q4 		$8K Buy
+2,106
New +$10.3K 0.01% 460

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

Liberty Wealth Management's AEG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Aegon (AEG) in Q4 2021, closing a stake of 2,452 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in AEG in Q4 2018 and held it in 10 quarters. The position peaked at $12K in Q3 2021. 195 funds tracked by Wall St. Rank hold AEG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Aegon position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2,452 Aegon shares in Q4 2021, an estimated $12K.
  • Liberty Wealth Management first reported a position in Aegon in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Aegon position peaked at $12K in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Aegon as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.