Valley Wealth Managers’s Aegon AEG Stock Holding History

Valley Wealth Managers’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	-100	Closed	–	–	426
2022 Q2	$0	Buy	+100	New	+$496	﹤0.01%	431

Other funds holding AEG

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Valley Wealth Managers's AEG Position: Q3 2022 in Review

Valley Wealth Managers sold out of Aegon (AEG) in Q3 2022, closing a stake of 100 shares.

Valley Wealth Managers first reported a position in AEG in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 215 funds tracked by Wall St. Rank hold AEG as of Q3 2022.

Valley Wealth Managers reported no remaining Aegon position as of Q3 2022 after selling out during the quarter.
Valley Wealth Managers sold 100 Aegon shares in Q3 2022.
Valley Wealth Managers first reported a position in Aegon in Q2 2022 and held it in 1 quarter.
Valley Wealth Managers's Aegon position peaked at $0 in Q2 2022.
215 funds tracked by Wall St. Rank held Aegon as of Q3 2022.

Based on Valley Wealth Managers's 13F filing for Q3 2022, filed 9 Nov 2022.