WR Wealth Planners’s Aegon AEG Stock Holding History

WR Wealth Planners’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
2023 Q4	–	Sell	-547	Closed	-$2.63K	–	200
2023 Q3	$2.63K	Hold	547	–	–	﹤0.01%	745
2023 Q2	$2.77K	Sell	547 -51	-9%	-$234	﹤0.01%	743
2023 Q1	$2.57K	Buy	+598	New	+$3.03K	﹤0.01%	752

Other funds holding AEG

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

GWI

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

WR Wealth Planners's AEG Position: Q4 2023 in Review

WR Wealth Planners sold out of Aegon (AEG) in Q4 2023, closing a stake of 547 shares — an estimated $2.63K sold.

WR Wealth Planners first reported a position in AEG in Q1 2023 and held it in 3 quarters. The position peaked at $2.77K in Q2 2023. 215 funds tracked by Wall St. Rank hold AEG as of Q4 2023.

WR Wealth Planners reported no remaining Aegon position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 547 Aegon shares in Q4 2023, an estimated $2.63K.
WR Wealth Planners first reported a position in Aegon in Q1 2023 and held it in 3 quarters.
WR Wealth Planners's Aegon position peaked at $2.77K in Q2 2023.
215 funds tracked by Wall St. Rank held Aegon as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.