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WealthStone’s Aegon AEG Stock Holding History

WealthStone’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
2021
Q1 		– Sell
-60,493
Closed -$220K – 279
2020
Q4 		$220K Buy
60,493
+174
+0.3% +$532 0.08% 196
2020
Q3 		$142K Buy
+60,319
New +$160K 0.06% 174
2019
Q3 		– Sell
-936
Closed -$4.11K – 60
2019
Q2 		$4.11K Buy
+936
New +$3.98K ﹤0.01% 380

Other funds holding AEG

Dodge & Cox
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

WealthStone's AEG Position: Q1 2021 in Review

WealthStone sold out of Aegon (AEG) in Q1 2021, closing a stake of 60,493 shares — an estimated $220K sold.

WealthStone first reported a position in AEG in Q2 2019 and held it in 3 quarters. The position peaked at $220K in Q4 2020. 179 funds tracked by Wall St. Rank hold AEG as of Q1 2021.

  • WealthStone reported no remaining Aegon position as of Q1 2021 after selling out during the quarter.
  • WealthStone sold 60,493 Aegon shares in Q1 2021, an estimated $220K.
  • WealthStone first reported a position in Aegon in Q2 2019 and held it in 3 quarters.
  • WealthStone's Aegon position peaked at $220K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held Aegon as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.