Wilbanks Smith & Thomas Asset Management’s Aegon AEG Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q1	$277K	Hold	45,710	–	–	0.01%	459
2023 Q4	$263K	Hold	45,710	–	–	0.01%	459
2023 Q3	$219K	Hold	45,710	–	–	0.01%	466
2023 Q2	$232K	Hold	45,710	–	–	0.01%	469
2023 Q1	$197K	Hold	45,710	–	–	0.01%	491
2022 Q4	$230K	Hold	45,710	–	–	0.01%	444
2022 Q3	$181K	Sell	45,710 -1,088	-2%	-$4.74K	0.01%	456
2022 Q2	$200K	Sell	46,798 -996	-2%	-$4.94K	0.01%	462
2022 Q1	$238K	Hold	47,794	–	–	0.01%	440
2021 Q4	$226K	Hold	47,794	–	–	0.01%	471
2021 Q3	$233K	Buy	+47,794	New	+$207K	0.01%	447

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's AEG Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its Aegon (AEG) position steady in Q1 2024 at 45,710 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #459.

Wilbanks Smith & Thomas Asset Management first reported a position in AEG in Q3 2021 and has held it in 11 quarters since. 221 funds tracked by Wall St. Rank hold AEG as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 45,710 shares of Aegon worth $277K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its Aegon share count unchanged in Q1 2024.
Aegon made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #459 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Aegon in Q3 2021 and has held it in 11 quarters since.
221 funds tracked by Wall St. Rank held Aegon as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.