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SeaCrest Wealth Management’s Aegon AEG Stock Holding History

SeaCrest Wealth Management’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
-5,287
Closed -$23K – 638
2022
Q2 		$23K Buy
+5,287
New +$26.2K ﹤0.01% 1427
2019
Q4 		– Sell
-15,835
Closed -$60K – 556
2019
Q3 		$60K Sell
15,835
-1,607
-9% -$6.4K 0.01% 537
2019
Q2 		$77K Sell
17,442
-1,813
-9% -$7.72K 0.02% 506
2019
Q1 		$79K Sell
19,255
-1,651
-8% -$7.21K 0.01% 782
2018
Q4 		$83K Buy
20,906
+9,550
+84% +$46.6K 0.02% 726
2018
Q3 		$63K Sell
11,356
-256
-2% -$1.33K 0.01% 913
2018
Q2 		$57K Sell
11,612
-271
-2% -$1.49K 0.01% 924
2018
Q1 		$65K Buy
11,883
+1,720
+17% +$9.48K 0.01% 848
2017
Q4 		$52K Buy
+10,163
New +$49.5K 0.01% 936

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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Arrowstreet Capital
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
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

SeaCrest Wealth Management's AEG Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Aegon (AEG) in Q3 2022, closing a stake of 5,287 shares — an estimated $23K sold.

SeaCrest Wealth Management first reported a position in AEG in Q4 2017 and held it in 9 quarters. The position peaked at $83K in Q4 2018. 215 funds tracked by Wall St. Rank hold AEG as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Aegon position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,287 Aegon shares in Q3 2022, an estimated $23K.
  • SeaCrest Wealth Management first reported a position in Aegon in Q4 2017 and held it in 9 quarters.
  • SeaCrest Wealth Management's Aegon position peaked at $83K in Q4 2018.
  • 215 funds tracked by Wall St. Rank held Aegon as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.