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

Capital One National Association’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 Q4	$208K	Buy	+3,583	New	+$202K	0.03%	301

Other funds holding AOA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Capital One National Association's AOA Position: Q4 2019 in Review

Capital One National Association opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2019: 3,583 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #301 among its holdings.

189 funds tracked by Wall St. Rank hold AOA as of Q4 2019.

Capital One National Association held 3,583 shares of iShares Core 80/20 Aggressive Allocation ETF worth $208K as of Q4 2019.
iShares Core 80/20 Aggressive Allocation ETF was a new Capital One National Association position in Q4 2019.
iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Capital One National Association's portfolio in Q4 2019, its #301 holding.
189 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.