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Tyler-Stone Wealth Management’s Aegon AEG Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-1,994
Closed -$12.2K – 329
2024
Q2 		$12.2K Hold
1,994
– – 0.01% 622
2024
Q1 		$12.1K Hold
1,994
– – 0.01% 625
2023
Q4 		$11.5K Hold
1,994
– – 0.01% 610
2023
Q3 		$10K Hold
1,994
– – 0.01% 603
2023
Q2 		$10K Buy
+1,994
New +$9.14K 0.01% 601
2022
Q4 		$10K Hold
1,994
– – 0.01% 552
2022
Q3 		$8K Sell
1,994
-47
-2% -$205 0.01% 564
2022
Q2 		$9K Sell
2,041
-44
-2% -$218 0.01% 567
2022
Q1 		$11K Hold
2,085
– – 0.01% 551
2021
Q4 		$10K Buy
+2,085
New +$9.75K 0.01% 606

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Tyler-Stone Wealth Management's AEG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Aegon (AEG) in Q3 2024, closing a stake of 1,994 shares — an estimated $12.2K sold.

Tyler-Stone Wealth Management first reported a position in AEG in Q4 2021 and held it in 10 quarters. The position peaked at $12.2K in Q2 2024. 237 funds tracked by Wall St. Rank hold AEG as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Aegon position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,994 Aegon shares in Q3 2024, an estimated $12.2K.
  • Tyler-Stone Wealth Management first reported a position in Aegon in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Aegon position peaked at $12.2K in Q2 2024.
  • 237 funds tracked by Wall St. Rank held Aegon as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.