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Bard Financial Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bard Financial Services’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
Q1 		– Sell
-6,200
Closed -$268K – 262
2020
Q4 		$268K Buy
+6,200
New +$261K 0.03% 216

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TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Osaic Holdings
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bard Financial Services's AOM Position: Q1 2021 in Review

Bard Financial Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 6,200 shares — an estimated $268K sold.

Bard Financial Services first reported a position in AOM in Q4 2020 and held it in 1 quarter. The position peaked at $268K in Q4 2020. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

  • Bard Financial Services reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Bard Financial Services sold 6,200 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $268K.
  • Bard Financial Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Bard Financial Services's iShares Core Moderate Allocation ETF position peaked at $268K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

Based on Bard Financial Services's 13F filing for Q1 2021, filed 14 May 2021.