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Beacon Pointe Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Beacon Pointe Advisors’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20,978
Closed -$790K – 1046
2022
Q1 		$790K Buy
+20,978
New +$804K 0.01% 680

Other funds holding AOK

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Beacon Pointe Advisors's AOK Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2022, closing a stake of 20,978 shares — an estimated $790K sold.

Beacon Pointe Advisors first reported a position in AOK in Q1 2022 and held it in 1 quarter. The position peaked at $790K in Q1 2022. 166 funds tracked by Wall St. Rank hold AOK as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 20,978 iShares Core Conservative Allocation ETF shares in Q2 2022, an estimated $790K.
  • Beacon Pointe Advisors first reported a position in iShares Core Conservative Allocation ETF in Q1 2022 and held it in 1 quarter.
  • Beacon Pointe Advisors's iShares Core Conservative Allocation ETF position peaked at $790K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.