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Acorn Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Acorn Wealth Advisors’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-658
Closed -$35K – 135
2018
Q2 		$35K Hold
658
– – 0.03% 319
2018
Q1 		$35K Buy
658
+2
+0.3% +$109 0.03% 317
2017
Q4 		$36K Buy
+656
New +$35.8K 0.03% 295

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acorn Wealth Advisors's AOA Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2018, closing a stake of 658 shares — an estimated $35K sold.

Acorn Wealth Advisors first reported a position in AOA in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q4 2017. 140 funds tracked by Wall St. Rank hold AOA as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 658 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2018, an estimated $35K.
  • Acorn Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $36K in Q4 2017.
  • 140 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.