CCG Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

CCG Wealth Management’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
2022 Q4	–	Sell	-5,662	Closed	-$314K	–	102
2022 Q3	$314K	Sell	5,662 -2,153	-28%	-$131K	0.19%	57
2022 Q2	$468K	Hold	7,815	–	–	0.26%	41
2022 Q1	$539K	Buy	+7,815	New	+$540K	0.26%	46

Other funds holding AOA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCG Wealth Management's AOA Position: Q4 2022 in Review

CCG Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2022, closing a stake of 5,662 shares — an estimated $314K sold.

CCG Wealth Management first reported a position in AOA in Q1 2022 and held it in 3 quarters. The position peaked at $539K in Q1 2022. 270 funds tracked by Wall St. Rank hold AOA as of Q4 2022.

CCG Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2022 after selling out during the quarter.
CCG Wealth Management sold 5,662 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2022, an estimated $314K.
CCG Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and held it in 3 quarters.
CCG Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $539K in Q1 2022.
270 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2022.

Based on CCG Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.