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Wetzel Investment Advisors’s Aegon AEG Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-1,330
Closed -$8.05K – 137
2024
Q2 		$8.05K Hold
1,330
– – ﹤0.01% 495
2024
Q1 		$7.83K Hold
1,330
– – ﹤0.01% 583
2023
Q4 		$8K Buy
+1,330
New +$6.91K ﹤0.01% 566

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Wetzel Investment Advisors's AEG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Aegon (AEG) in Q3 2024, closing a stake of 1,330 shares — an estimated $8.05K sold.

Wetzel Investment Advisors first reported a position in AEG in Q4 2023 and held it in 3 quarters. The position peaked at $8.05K in Q2 2024. 237 funds tracked by Wall St. Rank hold AEG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Aegon position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,330 Aegon shares in Q3 2024, an estimated $8.05K.
  • Wetzel Investment Advisors first reported a position in Aegon in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Aegon position peaked at $8.05K in Q2 2024.
  • 237 funds tracked by Wall St. Rank held Aegon as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.