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Braun-Bostich & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Braun-Bostich & Associates’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
-3,205
Closed -$221K – 127
2023
Q4 		$221K Buy
+3,205
New +$209K 0.2% 116
2020
Q4 		– Sell
-1,624
Closed -$94K – 74
2020
Q3 		$94K Buy
1,624
+191
+13% +$11K 0.09% 126
2020
Q2 		$79K Buy
1,433
+27
+2% +$1.41K 0.08% 113
2020
Q1 		$65K Buy
1,406
+364
+35% +$19.9K 0.08% 122
2019
Q4 		$61K Buy
+1,042
New +$58.7K 0.06% 141
2019
Q3 		– Sell
-538
Closed -$30K – 96
2019
Q2 		$30K Buy
538
+162
+43% +$8.75K 0.03% 212
2019
Q1 		$20K Sell
376
-2,559
-87% -$133K 0.02% 244
2018
Q4 		$142K Buy
2,935
+10
+0.3% +$511 0.15% 113
2018
Q3 		$160K Sell
2,925
-1,011
-26% -$54.7K 0.15% 108
2018
Q2 		$210K Sell
3,936
-77
-2% -$4.14K 0.21% 98
2018
Q1 		$215K Buy
4,013
+426
+12% +$23.3K 0.19% 104
2017
Q4 		$193K Buy
+3,587
New +$196K 0.16% 112

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Braun-Bostich & Associates's AOA Position: Q1 2024 in Review

Braun-Bostich & Associates sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2024, closing a stake of 3,205 shares — an estimated $221K sold.

Braun-Bostich & Associates first reported a position in AOA in Q4 2017 and held it in 12 quarters. The position peaked at $221K in Q4 2023. 305 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

  • Braun-Bostich & Associates reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 3,205 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $221K.
  • Braun-Bostich & Associates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 12 quarters.
  • Braun-Bostich & Associates's iShares Core 80/20 Aggressive Allocation ETF position peaked at $221K in Q4 2023.
  • 305 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on Braun-Bostich & Associates's 13F filing for Q1 2024, filed 29 Apr 2024.