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West Family Investments’s Aegon AEG Stock Holding History

West Family Investments’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
Q4 		– Sell
-22,970
Closed -$112K – 321
2021
Q3 		$112K Buy
22,970
+5,893
+35% +$25.5K 0.03% 325
2021
Q2 		$66K Buy
+17,077
New +$72.7K 0.02% 343

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 $3.8B AUM 23.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

West Family Investments's AEG Position: Q4 2021 in Review

West Family Investments sold out of Aegon (AEG) in Q4 2021, closing a stake of 22,970 shares — an estimated $112K sold.

West Family Investments first reported a position in AEG in Q2 2021 and held it in 2 quarters. The position peaked at $112K in Q3 2021. 195 funds tracked by Wall St. Rank hold AEG as of Q4 2021.

  • West Family Investments reported no remaining Aegon position as of Q4 2021 after selling out during the quarter.
  • West Family Investments sold 22,970 Aegon shares in Q4 2021, an estimated $112K.
  • West Family Investments first reported a position in Aegon in Q2 2021 and held it in 2 quarters.
  • West Family Investments's Aegon position peaked at $112K in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Aegon as of Q4 2021.

Based on West Family Investments's 13F filing for Q4 2021, filed 7 Feb 2022.