TWM
AEG icon

Tradition Wealth Management’s Aegon AEG Stock Holding History

Tradition 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
2024
Q1 		– Sell
-6,706
Closed -$39K – 405
2023
Q4 		$39K Hold
6,706
– – ﹤0.01% 685
2023
Q3 		$32K Hold
6,706
– – ﹤0.01% 706
2023
Q2 		$34K Hold
6,706
– – ﹤0.01% 732
2023
Q1 		$29K Hold
6,706
– – ﹤0.01% 748
2022
Q4 		$34K Hold
6,706
– – ﹤0.01% 628
2022
Q3 		$27K Sell
6,706
-160
-2% -$697 ﹤0.01% 676
2022
Q2 		$29K Sell
6,866
-146
-2% -$724 ﹤0.01% 573
2022
Q1 		$35K Hold
7,012
– – ﹤0.01% 589
2021
Q4 		$33K Hold
7,012
– – ﹤0.01% 624
2021
Q3 		$34K Buy
+7,012
New +$30.4K ﹤0.01% 605

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Tradition Wealth Management's AEG Position: Q1 2024 in Review

Tradition Wealth Management sold out of Aegon (AEG) in Q1 2024, closing a stake of 6,706 shares — an estimated $39K sold.

Tradition Wealth Management first reported a position in AEG in Q3 2021 and held it in 10 quarters. The position peaked at $39K in Q4 2023. 221 funds tracked by Wall St. Rank hold AEG as of Q1 2024.

  • Tradition Wealth Management reported no remaining Aegon position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 6,706 Aegon shares in Q1 2024, an estimated $39K.
  • Tradition Wealth Management first reported a position in Aegon in Q3 2021 and held it in 10 quarters.
  • Tradition Wealth Management's Aegon position peaked at $39K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Aegon as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.