55I LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

55I LLC’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-16,945	Closed	-$732K	–	301
2020 Q4	$732K	Buy	+16,945	New	+$713K	0.05%	146

Other funds holding AOM

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

55I LLC's AOM Position: Q1 2021 in Review

55I LLC sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 16,945 shares — an estimated $732K sold.

55I LLC first reported a position in AOM in Q4 2020 and held it in 1 quarter. The position peaked at $732K in Q4 2020. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

55I LLC reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
55I LLC sold 16,945 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $732K.
55I LLC first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 1 quarter.
55I LLC's iShares Core Moderate Allocation ETF position peaked at $732K in Q4 2020.
221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

Based on 55I LLC's 13F filing for Q1 2021, filed 3 May 2021.