Beacon Capital Management LLC (Tennessee)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2024 Q1	–	Sell	-195	Closed	-$12.4K	–	1066
2023 Q4	$12.4K	Hold	195	–	–	﹤0.01%	469
2023 Q3	$12.9K	Hold	195	–	–	﹤0.01%	489
2023 Q2	$12.9K	Hold	195	–	–	﹤0.01%	489
2023 Q1	$12.4K	Hold	195	–	–	﹤0.01%	452
2022 Q4	$11.7K	Hold	195	–	–	﹤0.01%	475
2022 Q3	$12K	Hold	195	–	–	﹤0.01%	435
2022 Q2	$13K	Hold	195	–	–	﹤0.01%	477
2022 Q1	$13K	Buy	+195	New	+$13.5K	﹤0.01%	477

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LIA

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

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AOA Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2024, closing a stake of 195 shares — an estimated $12.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AOA in Q1 2022 and held it in 8 quarters. The position peaked at $13K in Q2 2022. 304 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 195 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $12.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and held it in 8 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $13K in Q2 2022.
304 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.