Atlas Private Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Atlas Private Wealth Advisors’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-177	Closed	-$7K	–	181
2021 Q3	$7K	Hold	177	–	–	﹤0.01%	512
2021 Q2	$7K	Hold	177	–	–	﹤0.01%	513
2021 Q1	$7K	Sell	177 -1,579	-90%	-$61.2K	﹤0.01%	536
2020 Q4	$68K	Hold	1,756	–	–	0.05%	185
2020 Q3	$65K	Hold	1,756	–	–	0.05%	176
2020 Q2	$64K	Buy	+1,756	New	+$62.2K	0.06%	177

Other funds holding AOK

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

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

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atlas Private Wealth Advisors's AOK Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2021, closing a stake of 177 shares — an estimated $7K sold.

Atlas Private Wealth Advisors first reported a position in AOK in Q2 2020 and held it in 6 quarters. The position peaked at $68K in Q4 2020. 172 funds tracked by Wall St. Rank hold AOK as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 177 iShares Core Conservative Allocation ETF shares in Q4 2021, an estimated $7K.
Atlas Private Wealth Advisors first reported a position in iShares Core Conservative Allocation ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Core Conservative Allocation ETF position peaked at $68K in Q4 2020.
172 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.