Ameritas Investment Company’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-351	Closed	-$23.5K	–	793
2021 Q1	$23.5K	Buy	+351	New	+$23.2K	﹤0.01%	1229
2020 Q2	–	Sell	-135	Closed	-$6K	–	396
2020 Q1	$6K	Buy	+135	New	+$7.39K	﹤0.01%	1313
2019 Q4	–	Sell	-20	Closed	-$1K	–	872
2019 Q3	$1K	Buy	+20	New	+$1.09K	﹤0.01%	1535
2019 Q2	–	Sell	-123	Closed	-$7K	–	259
2019 Q1	$7K	Buy	+123	New	+$6.38K	﹤0.01%	699

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

PAMG

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

PAA

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameritas Investment Company's AOA Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2021, closing a stake of 351 shares — an estimated $23.5K sold.

Ameritas Investment Company first reported a position in AOA in Q1 2019 and held it in 4 quarters. The position peaked at $23.5K in Q1 2021. 220 funds tracked by Wall St. Rank hold AOA as of Q2 2021.

Ameritas Investment Company reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 351 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2021, an estimated $23.5K.
Ameritas Investment Company first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and held it in 4 quarters.
Ameritas Investment Company's iShares Core 80/20 Aggressive Allocation ETF position peaked at $23.5K in Q1 2021.
220 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.