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Atwood & Palmer’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Atwood & Palmer’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
2022
Q1 		– Sell
-66
Closed -$5K – 441
2021
Q4 		$5K Hold
66
– – ﹤0.01% 398
2021
Q3 		$5K Buy
+66
New +$4.7K ﹤0.01% 377

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atwood & Palmer's AOA Position: Q1 2022 in Review

Atwood & Palmer sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2022, closing a stake of 66 shares — an estimated $5K sold.

Atwood & Palmer first reported a position in AOA in Q3 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 262 funds tracked by Wall St. Rank hold AOA as of Q1 2022.

  • Atwood & Palmer reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Atwood & Palmer sold 66 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2022, an estimated $5K.
  • Atwood & Palmer first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2021 and held it in 2 quarters.
  • Atwood & Palmer's iShares Core 80/20 Aggressive Allocation ETF position peaked at $5K in Q4 2021.
  • 262 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2022.

Based on Atwood & Palmer's 13F filing for Q1 2022, filed 29 Apr 2022.