Baldwin Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Baldwin Wealth Partners’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
2018 Q4	–	Sell	-1,586	Closed	-$87K	–	503
2018 Q3	$87K	Hold	1,586	–	–	0.01%	262
2018 Q2	$85K	Hold	1,586	–	–	0.01%	268
2018 Q1	$85K	Hold	1,586	–	–	0.01%	249
2017 Q4	$85K	Hold	1,586	–	–	0.01%	257
2017 Q3	$85K	Hold	1,586	–	–	0.01%	248
2017 Q2	$82K	Buy	+1,586	New	+$80.9K	0.01%	255

Other funds holding AOA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $392M AUM 21.43% 1-Year Est. Return

Baldwin Wealth Partners's AOA Position: Q4 2018 in Review

Baldwin Wealth Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2018, closing a stake of 1,586 shares — an estimated $87K sold.

Baldwin Wealth Partners first reported a position in AOA in Q2 2017 and held it in 6 quarters. The position peaked at $87K in Q3 2018. 150 funds tracked by Wall St. Rank hold AOA as of Q4 2018.

Baldwin Wealth Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2018 after selling out during the quarter.
Baldwin Wealth Partners sold 1,586 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2018, an estimated $87K.
Baldwin Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2017 and held it in 6 quarters.
Baldwin Wealth Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $87K in Q3 2018.
150 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2018.

Based on Baldwin Wealth Partners's 13F filing for Q4 2018, filed 1 Feb 2019.