Meridian Wealth Partners’s Aegon AEG Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-334	Closed	-$1K	–	101
2021 Q1	$1K	Buy	+334	New	+$1.4K	﹤0.01%	1097

Other funds holding AEG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Partners's AEG Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Aegon (AEG) in Q2 2021, closing a stake of 334 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in AEG in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 189 funds tracked by Wall St. Rank hold AEG as of Q2 2021.

Meridian Wealth Partners reported no remaining Aegon position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 334 Aegon shares in Q2 2021, an estimated $1K.
Meridian Wealth Partners first reported a position in Aegon in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Aegon position peaked at $1K in Q1 2021.
189 funds tracked by Wall St. Rank held Aegon as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.