COI
AOA icon

Capital One Investing’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Capital One Investing’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
2019
Q1 		– Sell
-5,062
Closed -$246K – 187
2018
Q4 		$246K Buy
+5,062
New +$259K 0.09% 123

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital One Investing's AOA Position: Q1 2019 in Review

Capital One Investing sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2019, closing a stake of 5,062 shares — an estimated $246K sold.

Capital One Investing first reported a position in AOA in Q4 2018 and held it in 1 quarter. The position peaked at $246K in Q4 2018. 155 funds tracked by Wall St. Rank hold AOA as of Q1 2019.

  • Capital One Investing reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • Capital One Investing sold 5,062 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2019, an estimated $246K.
  • Capital One Investing first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and held it in 1 quarter.
  • Capital One Investing's iShares Core 80/20 Aggressive Allocation ETF position peaked at $246K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2019.

Based on Capital One Investing's 13F filing for Q1 2019, filed 14 May 2019.