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Arbor Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Arbor Investment 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
2020
Q1 		– Sell
-5,029
Closed -$202K – 76
2019
Q4 		$202K Buy
+5,029
New +$199K 0.06% 85

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Arbor Investment Advisors's AOM Position: Q1 2020 in Review

Arbor Investment Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2020, closing a stake of 5,029 shares — an estimated $202K sold.

Arbor Investment Advisors first reported a position in AOM in Q4 2019 and held it in 1 quarter. The position peaked at $202K in Q4 2019. 175 funds tracked by Wall St. Rank hold AOM as of Q1 2020.

  • Arbor Investment Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • Arbor Investment Advisors sold 5,029 iShares Core Moderate Allocation ETF shares in Q1 2020, an estimated $202K.
  • Arbor Investment Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 1 quarter.
  • Arbor Investment Advisors's iShares Core Moderate Allocation ETF position peaked at $202K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2020.

Based on Arbor Investment Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.