TRUE Private Wealth Advisors’s Aegon AEG Stock Holding History

TRUE Private 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
2020 Q4	–	Sell	-243	Closed	–	–	728
2020 Q3	$0	Hold	243	–	–	﹤0.01%	686
2020 Q2	$0	Hold	243	–	–	﹤0.01%	675
2020 Q1	$0	Hold	243	–	–	﹤0.01%	663
2019 Q4	$1K	Buy	+243	New	+$992	﹤0.01%	763
2018 Q4	–	Sell	-2,052	Closed	-$11.3K	–	236
2018 Q3	$11.3K	Buy	+2,052	New	+$10.7K	﹤0.01%	729

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

PMG

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

GWI

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

TRUE Private Wealth Advisors's AEG Position: Q4 2020 in Review

TRUE Private Wealth Advisors sold out of Aegon (AEG) in Q4 2020, closing a stake of 243 shares.

TRUE Private Wealth Advisors first reported a position in AEG in Q3 2018 and held it in 5 quarters. The position peaked at $11.3K in Q3 2018. 175 funds tracked by Wall St. Rank hold AEG as of Q4 2020.

TRUE Private Wealth Advisors reported no remaining Aegon position as of Q4 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 243 Aegon shares in Q4 2020.
TRUE Private Wealth Advisors first reported a position in Aegon in Q3 2018 and held it in 5 quarters.
TRUE Private Wealth Advisors's Aegon position peaked at $11.3K in Q3 2018.
175 funds tracked by Wall St. Rank held Aegon as of Q4 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.