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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 $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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 $371B AUM 64.6% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WealthPLAN Partners's AEG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Aegon (AEG) in Q3 2023, closing a stake of 1,149 shares — an estimated $5.83K sold.

WealthPLAN Partners first reported a position in AEG in Q1 2015 and held it in 8 quarters. The position peaked at $20K in Q1 2015. 181 funds tracked by Wall St. Rank hold AEG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Aegon position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,149 Aegon shares in Q3 2023, an estimated $5.83K.
  • WealthPLAN Partners first reported a position in Aegon in Q1 2015 and held it in 8 quarters.
  • WealthPLAN Partners's Aegon position peaked at $20K in Q1 2015.
  • 181 funds tracked by Wall St. Rank held Aegon as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.