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Almanack Investment Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-1,400
Closed -$51K – 228
2022
Q3 		$51K Buy
+1,400
New +$54.8K 0.01% 261
2019
Q3 		– Sell
-2,610
Closed -$102K – 239
2019
Q2 		$102K Buy
+2,610
New +$99.9K 0.02% 275

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Almanack Investment Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2022, closing a stake of 1,400 shares — an estimated $51K sold.

Almanack Investment Partners first reported a position in AOM in Q2 2019 and held it in 2 quarters. The position peaked at $102K in Q2 2019. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,400 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $51K.
  • Almanack Investment Partners first reported a position in iShares Core Moderate Allocation ETF in Q2 2019 and held it in 2 quarters.
  • Almanack Investment Partners's iShares Core Moderate Allocation ETF position peaked at $102K in Q2 2019.
  • 249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

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