All Terrain Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

All Terrain Financial 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
2019 Q3	–	Sell	-3,992	Closed	-$220K	–	214
2019 Q2	$220K	Sell	3,992 -197	-5%	-$10.6K	0.07%	142
2019 Q1	$224K	Buy	+4,189	New	+$217K	0.08%	148
2018 Q4	–	Sell	-3,971	Closed	-$217K	–	204
2018 Q3	$217K	Buy	3,971 +207	+5%	+$11.2K	0.09%	149
2018 Q2	$201K	Buy	+3,764	New	+$203K	0.09%	161

Other funds holding AOA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

All Terrain Financial Advisors's AOA Position: Q3 2019 in Review

All Terrain Financial Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2019, closing a stake of 3,992 shares — an estimated $220K sold.

All Terrain Financial Advisors first reported a position in AOA in Q2 2018 and held it in 4 quarters. The position peaked at $224K in Q1 2019. 155 funds tracked by Wall St. Rank hold AOA as of Q3 2019.

All Terrain Financial Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2019 after selling out during the quarter.
All Terrain Financial Advisors sold 3,992 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2019, an estimated $220K.
All Terrain Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2018 and held it in 4 quarters.
All Terrain Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $224K in Q1 2019.
155 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2019.

Based on All Terrain Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.