Cary Street Partners Investment Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-305
Closed -$19.4K 687
2023
Q3
$19.4K Sell
305
-92
-23% -$6.05K ﹤0.01% 1135
2023
Q2
$26.3K Hold
397
﹤0.01% 978
2023
Q1
$25.2K Hold
397
﹤0.01% 913
2022
Q4
$23.7K Buy
+397
New +$23.5K ﹤0.01% 932
2020
Q4
Sell
-338
Closed -$20K 371
2020
Q3
$20K Buy
+338
New +$19.5K ﹤0.01% 649
2018
Q4
$5.52M Buy
+113,632
New +$5.81M 5.36% 3

Other funds holding AOA

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.