Anchor Capital Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Anchor Capital Advisors’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
2023 Q4	–	Sell	-6,313	Closed	-$246K	–	240
2023 Q3	$246K	Sell	6,313 -527	-8%	-$21.1K	0.01%	251
2023 Q2	$276K	Hold	6,840	–	–	0.01%	241
2023 Q1	$273K	Hold	6,840	–	–	0.01%	245
2022 Q4	$260K	Hold	6,840	–	–	0.01%	248
2022 Q3	$250K	Hold	6,840	–	–	0.01%	248
2022 Q2	$266K	Hold	6,840	–	–	0.01%	253
2022 Q1	$294K	Hold	6,840	–	–	0.01%	252
2021 Q4	$311K	Hold	6,840	–	–	0.01%	249
2021 Q3	$306K	Sell	6,840 -780	-10%	-$35.4K	0.01%	243
2021 Q2	$343K	Hold	7,620	–	–	0.01%	239
2021 Q1	$332K	Hold	7,620	–	–	0.01%	240
2020 Q4	$329K	Sell	7,620 -3,015	-28%	-$127K	0.01%	234
2020 Q3	$437K	Hold	10,635	–	–	0.01%	218
2020 Q2	$424K	Sell	10,635 -175	-2%	-$6.75K	0.01%	214
2020 Q1	$397K	Hold	10,810	–	–	0.01%	200
2019 Q4	$434K	Sell	10,810 -260	-2%	-$10.3K	0.01%	217
2019 Q3	$435K	Sell	11,070 -555	-5%	-$21.6K	0.02%	218
2019 Q2	$454K	Hold	11,625	–	–	0.02%	205
2019 Q1	$442K	Sell	11,625 -25,440	-69%	-$944K	0.01%	202
2018 Q4	$1.32M	Buy	+37,065	New	+$1.35M	0.05%	144

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Anchor Capital Advisors's AOM Position: Q4 2023 in Review

Anchor Capital Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2023, closing a stake of 6,313 shares — an estimated $246K sold.

Anchor Capital Advisors first reported a position in AOM in Q4 2018 and held it in 20 quarters. The position peaked at $1.32M in Q4 2018. 254 funds tracked by Wall St. Rank hold AOM as of Q4 2023.

Anchor Capital Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2023 after selling out during the quarter.
Anchor Capital Advisors sold 6,313 iShares Core Moderate Allocation ETF shares in Q4 2023, an estimated $246K.
Anchor Capital Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 20 quarters.
Anchor Capital Advisors's iShares Core Moderate Allocation ETF position peaked at $1.32M in Q4 2018.
254 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2023.

Based on Anchor Capital Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.