CBFP
AOM icon

Cedar Brook Financial Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cedar Brook Financial Partners’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,019
Closed -$215K – 43
2024
Q1 		$215K Sell
5,019
-96
-2% -$4.01K 0.04% 407
2023
Q4 		$211K Sell
5,115
-468
-8% -$18.6K 0.05% 383
2023
Q3 		$217K Sell
5,583
-86
-2% -$3.44K 0.06% 332
2023
Q2 		$229K Sell
5,669
-245
-4% -$9.78K 0.05% 346
2023
Q1 		$236K Buy
5,914
+420
+8% +$16.5K 0.06% 316
2022
Q4 		$209K Buy
+5,494
New +$208K 0.06% 342
2022
Q3 		– Sell
-5,313
Closed -$207K – 352
2022
Q2 		$207K Buy
5,313
+15
+0.3% +$606 0.06% 318
2022
Q1 		$228K Sell
5,298
-1,056
-17% -$46K 0.06% 331
2021
Q4 		$289K Buy
6,354
+1,342
+27% +$60.8K 0.07% 290
2021
Q3 		$224K Sell
5,012
-1,248
-20% -$56.6K 0.07% 307
2021
Q2 		$282K Buy
6,260
+16
+0.3% +$713 0.08% 286
2021
Q1 		$272K Buy
6,244
+991
+19% +$43.1K 0.09% 244
2020
Q4 		$227K Buy
+5,253
New +$221K 0.08% 279
2020
Q3 		– Sell
-6,071
Closed -$242K – 295
2020
Q2 		$242K Buy
+6,071
New +$234K 0.11% 227

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cedar Brook Financial Partners's AOM Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2024, closing a stake of 5,019 shares — an estimated $215K sold.

Cedar Brook Financial Partners first reported a position in AOM in Q2 2020 and held it in 14 quarters. The position peaked at $289K in Q4 2021. 238 funds tracked by Wall St. Rank hold AOM as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 5,019 iShares Core Moderate Allocation ETF shares in Q2 2024, an estimated $215K.
  • Cedar Brook Financial Partners first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and held it in 14 quarters.
  • Cedar Brook Financial Partners's iShares Core Moderate Allocation ETF position peaked at $289K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.