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Authentikos Wealth Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-7
Closed -$444 – 86
2023
Q3 		$444 Buy
+7
New +$460 ﹤0.01% 582

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Authentikos Wealth Advisory's AOA Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2023, closing a stake of 7 shares — an estimated $444 sold.

Authentikos Wealth Advisory first reported a position in AOA in Q3 2023 and held it in 1 quarter. The position peaked at $444 in Q3 2023. 308 funds tracked by Wall St. Rank hold AOA as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 7 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2023, an estimated $444.
  • Authentikos Wealth Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's iShares Core 80/20 Aggressive Allocation ETF position peaked at $444 in Q3 2023.
  • 308 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.