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Baystate Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Baystate Wealth Management’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
2020
Q4 		– Sell
-1
Closed – – 676
2020
Q3 		$0 Hold
1
– – ﹤0.01% 636
2020
Q2 		$0 Hold
1
– – ﹤0.01% 652
2020
Q1 		$0 Hold
1
– – ﹤0.01% 598
2019
Q4 		$0 Buy
+1
New +$56 ﹤0.01% 619

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baystate Wealth Management's AOA Position: Q4 2020 in Review

Baystate Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2020, closing a stake of 1 share.

Baystate Wealth Management first reported a position in AOA in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 206 funds tracked by Wall St. Rank hold AOA as of Q4 2020.

  • Baystate Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 1 iShares Core 80/20 Aggressive Allocation ETF share in Q4 2020.
  • Baystate Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and held it in 4 quarters.
  • Baystate Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $0 in Q3 2020.
  • 206 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2020.

Based on Baystate Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.