RGT Wealth Advisors’s Aegon AEG Stock Holding History

RGT Wealth 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
2022 Q1	–	Sell	-565	Closed	-$3K	–	120
2021 Q4	$3K	Buy	+565	New	+$2.64K	﹤0.01%	277

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

RGT Wealth Advisors's AEG Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Aegon (AEG) in Q1 2022, closing a stake of 565 shares — an estimated $3K sold.

RGT Wealth Advisors first reported a position in AEG in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 206 funds tracked by Wall St. Rank hold AEG as of Q1 2022.

RGT Wealth Advisors reported no remaining Aegon position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 565 Aegon shares in Q1 2022, an estimated $3K.
RGT Wealth Advisors first reported a position in Aegon in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's Aegon position peaked at $3K in Q4 2021.
206 funds tracked by Wall St. Rank held Aegon as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.