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Mutual Advisors’s Aegon AEG Stock Holding History

Mutual Advisors’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
Q2 		– Sell
-16,207
Closed -$69.7K – 998
2023
Q1 		$69.7K Hold
16,207
– – ﹤0.01% 955
2022
Q4 		$81.7K Hold
16,207
– – ﹤0.01% 901
2022
Q3 		$64K Buy
16,207
+100
+0.6% +$435 ﹤0.01% 858
2022
Q2 		$69K Sell
16,107
-62
-0.4% -$308 ﹤0.01% 811
2022
Q1 		$82K Sell
16,169
-100,834
-86% -$510K ﹤0.01% 852
2021
Q4 		$553K Buy
117,003
+100,852
+624% +$472K 0.03% 550
2021
Q3 		$79K Buy
+16,151
New +$70K ﹤0.01% 855

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

Mutual Advisors's AEG Position: Q2 2023 in Review

Mutual Advisors sold out of Aegon (AEG) in Q2 2023, closing a stake of 16,207 shares — an estimated $69.7K sold.

Mutual Advisors first reported a position in AEG in Q3 2021 and held it in 7 quarters. The position peaked at $553K in Q4 2021. 206 funds tracked by Wall St. Rank hold AEG as of Q2 2023.

  • Mutual Advisors reported no remaining Aegon position as of Q2 2023 after selling out during the quarter.
  • Mutual Advisors sold 16,207 Aegon shares in Q2 2023, an estimated $69.7K.
  • Mutual Advisors first reported a position in Aegon in Q3 2021 and held it in 7 quarters.
  • Mutual Advisors's Aegon position peaked at $553K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Aegon as of Q2 2023.

Based on Mutual Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.