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WealthPLAN Partners’s Aegon AEG Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-1,149
Closed -$5.83K – 328
2023
Q2 		$5.83K Sell
1,149
-1,666
-59% -$7.63K ﹤0.01% 878
2023
Q1 		$12.1K Buy
+2,815
New +$14.2K ﹤0.01% 819
2017
Q2 		– Sell
-2,752
Closed -$10.5K – 187
2017
Q1 		$10.5K Buy
+2,752
New +$11.7K 0.04% 260
2016
Q3 		$9.44K Sell
3,164
-3,390
-52% -$10.1K ﹤0.01% 612
2016
Q2 		$9.77K Buy
+6,554
New +$24.6K ﹤0.01% 1753
2015
Q4 		$13.8K Buy
+10,159
New +$43.3K ﹤0.01% 1045
2015
Q2 		$18K Sell
3,462
-62
-2% -$336 0.01% 263
2015
Q1 		$20K Buy
+3,524
New +$18.4K 0.01% 316

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $2.64B AUM 33.63% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return