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

Ameritas Investment Partners’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 Q3	–	Sell	-43	Closed	-$3K	–	3084
2021 Q2	$3K	Hold	43	–	–	﹤0.01%	3019
2021 Q1	$2K	Hold	43	–	–	﹤0.01%	3072
2020 Q4	$2K	Hold	43	–	–	﹤0.01%	3043
2020 Q3	$2K	Hold	43	–	–	﹤0.01%	3059
2020 Q2	$2K	Hold	43	–	–	﹤0.01%	3033
2020 Q1	$2K	Hold	43	–	–	﹤0.01%	2951
2019 Q4	$2K	Hold	43	–	–	﹤0.01%	2965
2019 Q3	$2K	Hold	43	–	–	﹤0.01%	3011
2019 Q2	$2K	Sell	43 -317	-88%	-$17.1K	﹤0.01%	3008
2019 Q1	$19K	Hold	360	–	–	﹤0.01%	2396
2018 Q4	$17K	Hold	360	–	–	﹤0.01%	2423
2018 Q3	$19K	Hold	360	–	–	﹤0.01%	2529
2018 Q2	$19K	Hold	360	–	–	﹤0.01%	2531
2018 Q1	$19K	Hold	360	–	–	﹤0.01%	2440
2017 Q4	$1K	Hold	360	–	–	﹤0.01%	2944
2017 Q3	$19K	Hold	360	–	–	﹤0.01%	2437
2017 Q2	$18K	Hold	360	–	–	﹤0.01%	2514
2017 Q1	$17K	Hold	360	–	–	﹤0.01%	2486
2016 Q4	$16K	Hold	360	–	–	﹤0.01%	1183
2016 Q3	$17K	Hold	360	–	–	﹤0.01%	1167
2016 Q2	$16K	Hold	360	–	–	﹤0.01%	1102
2016 Q1	$16K	Hold	360	–	–	﹤0.01%	1097
2015 Q4	$16K	Hold	360	–	–	﹤0.01%	1096
2015 Q3	$15K	Hold	360	–	–	﹤0.01%	1053
2015 Q2	$17K	Hold	360	–	–	﹤0.01%	1100
2015 Q1	$17K	Hold	360	–	–	﹤0.01%	1141
2014 Q4	$16K	Buy	+360	New	+$16.5K	﹤0.01%	1125

Other funds holding AOA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAMG

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

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

PAA

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

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Ameritas Investment Partners's AOA Position: Q3 2021 in Review

Ameritas Investment Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2021, closing a stake of 43 shares — an estimated $3K sold.

Ameritas Investment Partners first reported a position in AOA in Q4 2014 and held it in 27 quarters. The position peaked at $19K in Q1 2019. 218 funds tracked by Wall St. Rank hold AOA as of Q3 2021.

Ameritas Investment Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2021 after selling out during the quarter.
Ameritas Investment Partners sold 43 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2021, an estimated $3K.
Ameritas Investment Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2014 and held it in 27 quarters.
Ameritas Investment Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $19K in Q1 2019.
218 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2021.

Based on Ameritas Investment Partners's 13F filing for Q3 2021, filed 15 Nov 2021.