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Arkadios Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-931
Closed -$41K – 633
2021
Q3 		$41K Buy
931
+200
+27% +$9.07K 0.01% 945
2021
Q2 		$32K Buy
+731
New +$32.6K ﹤0.01% 1091
2020
Q1 		– Sell
-650
Closed -$26.6K – 1207
2019
Q4 		$26.6K Buy
+650
New +$25.7K 0.02% 411

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arkadios Wealth Advisors's AOM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2021, closing a stake of 931 shares — an estimated $41K sold.

Arkadios Wealth Advisors first reported a position in AOM in Q4 2019 and held it in 3 quarters. The position peaked at $41K in Q3 2021. 252 funds tracked by Wall St. Rank hold AOM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 931 iShares Core Moderate Allocation ETF shares in Q4 2021, an estimated $41K.
  • Arkadios Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 3 quarters.
  • Arkadios Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $41K in Q3 2021.
  • 252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.