Cary Street Partners Investment Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
RJA
WC
MFIM
Cary Street Partners Investment Advisory's AOA Position: Q4 2023 in Review
Cary Street Partners Investment Advisory sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2023, closing a stake of 305 shares — an estimated $19.4K sold.
Cary Street Partners Investment Advisory first reported a position in AOA in Q4 2018 and held it in 6 quarters. The position peaked at $5.52M in Q4 2018. 308 funds tracked by Wall St. Rank hold AOA as of Q4 2023.
- Cary Street Partners Investment Advisory reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2023 after selling out during the quarter.
- Cary Street Partners Investment Advisory sold 305 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2023, an estimated $19.4K.
- Cary Street Partners Investment Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and held it in 6 quarters.
- Cary Street Partners Investment Advisory's iShares Core 80/20 Aggressive Allocation ETF position peaked at $5.52M in Q4 2018.
- 308 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2023.
Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.