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Beam Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Beam Wealth Advisors’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
2021
Q4 		– Sell
-3,650
Closed -$255K – 91
2021
Q3 		$255K Buy
+3,650
New +$260K 0.22% 112

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beam Wealth Advisors's AOA Position: Q4 2021 in Review

Beam Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2021, closing a stake of 3,650 shares — an estimated $255K sold.

Beam Wealth Advisors first reported a position in AOA in Q3 2021 and held it in 1 quarter. The position peaked at $255K in Q3 2021. 248 funds tracked by Wall St. Rank hold AOA as of Q4 2021.

  • Beam Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 3,650 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2021, an estimated $255K.
  • Beam Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2021 and held it in 1 quarter.
  • Beam Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $255K in Q3 2021.
  • 248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.