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Almanack Investment Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-3,000
Closed -$98K – 227
2022
Q3 		$98K Buy
+3,000
New +$104K 0.02% 188

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RJA
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Bank of America
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ACA
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SBL
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WAM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Almanack Investment Partners's AOK Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2022, closing a stake of 3,000 shares — an estimated $98K sold.

Almanack Investment Partners first reported a position in AOK in Q3 2022 and held it in 1 quarter. The position peaked at $98K in Q3 2022. 164 funds tracked by Wall St. Rank hold AOK as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 3,000 iShares Core Conservative Allocation ETF shares in Q4 2022, an estimated $98K.
  • Almanack Investment Partners first reported a position in iShares Core Conservative Allocation ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's iShares Core Conservative Allocation ETF position peaked at $98K in Q3 2022.
  • 164 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.