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Wipfli Financial Advisors’s Aegon AEG Stock Holding History

Wipfli Financial 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
2022
Q3 		$285K Buy
+72,069
New +$314K 0.02% 340

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
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
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Wipfli Financial Advisors's AEG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Aegon (AEG) in Q3 2022: 72,069 shares worth $285K. The stake represents 0.02% of the portfolio and ranks #340 among its holdings.

215 funds tracked by Wall St. Rank hold AEG as of Q3 2022.

  • Wipfli Financial Advisors held 72,069 shares of Aegon worth $285K as of Q3 2022.
  • Aegon was a new Wipfli Financial Advisors position in Q3 2022.
  • Aegon made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #340 holding.
  • 215 funds tracked by Wall St. Rank held Aegon as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.