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Campbell Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Campbell Wealth Management’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
2020
Q3 		– Sell
-493
Closed -$20K – 78
2020
Q2 		$20K Buy
+493
New +$19K ﹤0.01% 208

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Campbell Wealth Management's AOM Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2020, closing a stake of 493 shares — an estimated $20K sold.

Campbell Wealth Management first reported a position in AOM in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 188 funds tracked by Wall St. Rank hold AOM as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 493 iShares Core Moderate Allocation ETF shares in Q3 2020, an estimated $20K.
  • Campbell Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares Core Moderate Allocation ETF position peaked at $20K in Q2 2020.
  • 188 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.