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Advocacy Wealth Management Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Advocacy Wealth Management Services’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,695
Closed -$326K – 37
2022
Q4 		$326K Buy
+9,695
New +$325K 0.04% 37

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
WAM
WNY Asset Management Williamsville, New York $967M AUM
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advocacy Wealth Management Services's AOK Position: Q1 2023 in Review

Advocacy Wealth Management Services sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2023, closing a stake of 9,695 shares — an estimated $326K sold.

Advocacy Wealth Management Services first reported a position in AOK in Q4 2022 and held it in 1 quarter. The position peaked at $326K in Q4 2022. 149 funds tracked by Wall St. Rank hold AOK as of Q1 2023.

  • Advocacy Wealth Management Services reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 9,695 iShares Core Conservative Allocation ETF shares in Q1 2023, an estimated $326K.
  • Advocacy Wealth Management Services first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Advocacy Wealth Management Services's iShares Core Conservative Allocation ETF position peaked at $326K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2023.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2023, filed 14 Apr 2023.