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Money Concepts Capital’s Aegon AEG Stock Holding History

Money Concepts Capital’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
-12,694
Closed -$63.9K – 497
2022
Q4 		$63.9K Buy
+12,694
New +$58.8K ﹤0.01% 1160
2022
Q2 		– Sell
-13,097
Closed -$66K – 1448
2022
Q1 		$66K Buy
+13,097
New +$66.2K ﹤0.01% 1136

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Goldman Sachs New York $871B AUM 31.28% 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

Money Concepts Capital's AEG Position: Q1 2023 in Review

Money Concepts Capital sold out of Aegon (AEG) in Q1 2023, closing a stake of 12,694 shares — an estimated $63.9K sold.

Money Concepts Capital first reported a position in AEG in Q1 2022 and held it in 2 quarters. The position peaked at $66K in Q1 2022. 229 funds tracked by Wall St. Rank hold AEG as of Q1 2023.

  • Money Concepts Capital reported no remaining Aegon position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 12,694 Aegon shares in Q1 2023, an estimated $63.9K.
  • Money Concepts Capital first reported a position in Aegon in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Aegon position peaked at $66K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held Aegon as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.