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SFI Advisors’s Aegon AEG Stock Holding History

SFI 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
Q2 		– Sell
-132
Closed -$666 – 63
2022
Q1 		$666 Buy
+132
New +$667 0.41% 37

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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

SFI Advisors's AEG Position: Q2 2022 in Review

SFI Advisors sold out of Aegon (AEG) in Q2 2022, closing a stake of 132 shares — an estimated $666 sold.

SFI Advisors first reported a position in AEG in Q1 2022 and held it in 1 quarter. The position peaked at $666 in Q1 2022. 216 funds tracked by Wall St. Rank hold AEG as of Q2 2022.

  • SFI Advisors reported no remaining Aegon position as of Q2 2022 after selling out during the quarter.
  • SFI Advisors sold 132 Aegon shares in Q2 2022, an estimated $666.
  • SFI Advisors first reported a position in Aegon in Q1 2022 and held it in 1 quarter.
  • SFI Advisors's Aegon position peaked at $666 in Q1 2022.
  • 216 funds tracked by Wall St. Rank held Aegon as of Q2 2022.

Based on SFI Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.