C-J Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

C-J Advisory’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
2019 Q4	–	Sell	-81	Closed	-$3K	–	51
2019 Q3	$3K	Hold	81	–	–	﹤0.01%	159
2019 Q2	$3K	Hold	81	–	–	﹤0.01%	161
2019 Q1	$3K	Hold	81	–	–	﹤0.01%	177
2018 Q4	$3K	Hold	81	–	–	﹤0.01%	142
2018 Q3	$3K	Hold	81	–	–	﹤0.01%	156
2018 Q2	$3K	Hold	81	–	–	﹤0.01%	157
2018 Q1	$3K	Hold	81	–	–	﹤0.01%	150
2017 Q4	$3K	Buy	+81	New	+$3.1K	﹤0.01%	143

Other funds holding AOM

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

C-J Advisory's AOM Position: Q4 2019 in Review

C-J Advisory sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2019, closing a stake of 81 shares — an estimated $3K sold.

C-J Advisory first reported a position in AOM in Q4 2017 and held it in 8 quarters. The position peaked at $3K in Q3 2019. 191 funds tracked by Wall St. Rank hold AOM as of Q4 2019.

C-J Advisory reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 81 iShares Core Moderate Allocation ETF shares in Q4 2019, an estimated $3K.
C-J Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 8 quarters.
C-J Advisory's iShares Core Moderate Allocation ETF position peaked at $3K in Q3 2019.
191 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.