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Advisor Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Advisor Group’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
2019
Q4 		$2.92M Sell
72,895
-1,347
-2% -$53.4K 0.02% 632
2019
Q3 		$2.92M Sell
74,242
-37,379
-33% -$1.46M 0.02% 617
2019
Q2 		$4.36M Sell
111,621
-31,623
-22% -$1.21M 0.03% 446
2019
Q1 		$5.45M Sell
143,244
-5,084
-3% -$189K 0.04% 353
2018
Q4 		$5.29M Buy
148,328
+73,779
+99% +$2.69M 0.05% 304
2018
Q3 		$2.82M Buy
74,549
+12,304
+20% +$464K 0.03% 523
2018
Q2 		$2.34M Buy
62,245
+132
+0.2% +$4.97K 0.03% 495
2018
Q1 		$2.35M Sell
62,113
-4,762
-7% -$181K 0.03% 499
2017
Q4 		$2.54M Buy
66,875
+43,765
+189% +$1.67M 0.03% 479
2017
Q3 		$877K Buy
23,110
+4,157
+22% +$156K 0.01% 872
2017
Q2 		$707K Buy
18,953
+233
+1% +$8.6K 0.01% 933
2017
Q1 		$681K Buy
18,720
+4,152
+29% +$149K 0.01% 900
2016
Q4 		$513K Buy
14,568
+475
+3% +$16.8K 0.01% 1005
2016
Q3 		$509K Buy
14,093
+2,659
+23% +$95.2K 0.01% 969
2016
Q2 		$401K Buy
+11,434
New +$399K 0.01% 1033

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Advisor Group's AOM Position: Q4 2019 in Review

Advisor Group reduced its iShares Core Moderate Allocation ETF (AOM) stake by 1.8% in Q4 2019, selling an estimated $53.4K and leaving 72,895 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #632.

Advisor Group first reported a position in AOM in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.45M in Q1 2019. 191 funds tracked by Wall St. Rank hold AOM as of Q4 2019.

  • Advisor Group held 72,895 shares of iShares Core Moderate Allocation ETF worth $2.92M as of Q4 2019.
  • Advisor Group sold 1,347 iShares Core Moderate Allocation ETF shares in Q4 2019, an estimated $53.4K.
  • iShares Core Moderate Allocation ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #632 holding.
  • Advisor Group first reported a position in iShares Core Moderate Allocation ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Core Moderate Allocation ETF position peaked at $5.45M in Q1 2019.
  • 191 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.