Onyx Bridge Wealth Group’s Aegon AEG Stock Holding History

Onyx Bridge Wealth Group’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 Q4	–	Sell	-11,935	Closed	-$57.3K	–	252
2023 Q3	$57.3K	Hold	11,935	–	–	0.01%	229
2023 Q2	$60.5K	Buy	11,935 +85	+0.7%	+$390	0.01%	230
2023 Q1	$51K	Buy	+11,850	New	+$60K	0.02%	181

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Onyx Bridge Wealth Group's AEG Position: Q4 2023 in Review

Onyx Bridge Wealth Group sold out of Aegon (AEG) in Q4 2023, closing a stake of 11,935 shares — an estimated $57.3K sold.

Onyx Bridge Wealth Group first reported a position in AEG in Q1 2023 and held it in 3 quarters. The position peaked at $60.5K in Q2 2023. 215 funds tracked by Wall St. Rank hold AEG as of Q4 2023.

Onyx Bridge Wealth Group reported no remaining Aegon position as of Q4 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 11,935 Aegon shares in Q4 2023, an estimated $57.3K.
Onyx Bridge Wealth Group first reported a position in Aegon in Q1 2023 and held it in 3 quarters.
Onyx Bridge Wealth Group's Aegon position peaked at $60.5K in Q2 2023.
215 funds tracked by Wall St. Rank held Aegon as of Q4 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2023, filed 31 Jan 2024.