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Beacon Pointe Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Beacon Pointe Advisors’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
2024
Q3 		– Sell
-9,992
Closed -$430K – 1226
2024
Q2 		$430K Sell
9,992
-1
-0% -$42 0.01% 925
2024
Q1 		$428K Sell
9,993
-1,062
-10% -$44.4K ﹤0.01% 978
2023
Q4 		$459K Sell
11,055
-629
-5% -$24.9K 0.01% 929
2023
Q3 		$455K Sell
11,684
-359
-3% -$14.3K 0.01% 915
2023
Q2 		$487K Buy
12,043
+5
+0% +$200 0.01% 722
2023
Q1 		$480K Buy
12,038
+10
+0.1% +$393 0.01% 772
2022
Q4 		$457K Sell
12,028
-153
-1% -$5.8K 0.01% 722
2022
Q3 		$446K Sell
12,181
-1,144
-9% -$44.8K 0.01% 673
2022
Q2 		$519K Sell
13,325
-4,762
-26% -$192K 0.01% 635
2022
Q1 		$777K Sell
18,087
-244
-1% -$10.6K 0.01% 683
2021
Q4 		$834K Sell
18,331
-2,096
-10% -$95K 0.02% 414
2021
Q3 		$914K Sell
20,427
-72,340
-78% -$3.28M 0.02% 425
2021
Q2 		$4.18M Buy
92,767
+4,730
+5% +$211K 0.15% 135
2021
Q1 		$3.83M Buy
+88,037
New +$3.83M 0.24% 86

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Pointe Advisors's AOM Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2024, closing a stake of 9,992 shares — an estimated $430K sold.

Beacon Pointe Advisors first reported a position in AOM in Q1 2021 and held it in 14 quarters. The position peaked at $4.18M in Q2 2021. 235 funds tracked by Wall St. Rank hold AOM as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 9,992 iShares Core Moderate Allocation ETF shares in Q3 2024, an estimated $430K.
  • Beacon Pointe Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and held it in 14 quarters.
  • Beacon Pointe Advisors's iShares Core Moderate Allocation ETF position peaked at $4.18M in Q2 2021.
  • 235 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.