Prospera Financial Services’s Aegon AEG Stock Holding History

Prospera Financial Services’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
2022 Q3	–	Sell	-138,063	Closed	-$591K	–	843
2022 Q2	$591K	Buy	+138,063	New	+$685K	0.03%	476
2014 Q4	–	Sell	-68,061	Closed	-$386K	–	292
2014 Q3	$386K	Buy	+68,061	New	+$385K	0.1%	158
2014 Q1	–	Sell	-46,913	Closed	-$302K	–	255
2013 Q4	$302K	Buy	+46,913	New	+$267K	0.1%	164

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

PMG

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RJA

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

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

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

GWI

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

Prospera Financial Services's AEG Position: Q3 2022 in Review

Prospera Financial Services sold out of Aegon (AEG) in Q3 2022, closing a stake of 138,063 shares — an estimated $591K sold.

Prospera Financial Services first reported a position in AEG in Q4 2013 and held it in 3 quarters. The position peaked at $591K in Q2 2022. 215 funds tracked by Wall St. Rank hold AEG as of Q3 2022.

Prospera Financial Services reported no remaining Aegon position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 138,063 Aegon shares in Q3 2022, an estimated $591K.
Prospera Financial Services first reported a position in Aegon in Q4 2013 and held it in 3 quarters.
Prospera Financial Services's Aegon position peaked at $591K in Q2 2022.
215 funds tracked by Wall St. Rank held Aegon as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.