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Bogart Wealth LLC’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Bogart Wealth LLC’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
2024
Q1 		– Sell
-40
Closed -$1.45K – 1075
2023
Q4 		$1.45K Buy
+40
New +$1.38K ﹤0.01% 930

Other funds holding AOK

ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Bogart Wealth LLC's AOK Position: Q1 2024 in Review

Bogart Wealth LLC sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2024, closing a stake of 40 shares — an estimated $1.45K sold.

Bogart Wealth LLC first reported a position in AOK in Q4 2023 and held it in 1 quarter. The position peaked at $1.45K in Q4 2023. 156 funds tracked by Wall St. Rank hold AOK as of Q1 2024.

  • Bogart Wealth LLC reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 40 iShares Core Conservative Allocation ETF shares in Q1 2024, an estimated $1.45K.
  • Bogart Wealth LLC first reported a position in iShares Core Conservative Allocation ETF in Q4 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's iShares Core Conservative Allocation ETF position peaked at $1.45K in Q4 2023.
  • 156 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2024.

Based on Bogart Wealth LLC's 13F filing for Q1 2024, filed 25 Apr 2024.