Citigroup
AOM icon

Citigroup’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Citigroup’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
2021
Q3 		– Sell
-25,725
Closed -$1.16M – 5742
2021
Q2 		$1.16M Sell
25,725
-2,200
-8% -$98K ﹤0.01% 3110
2021
Q1 		$1.22M Sell
27,925
-3,269
-10% -$142K ﹤0.01% 2840
2020
Q4 		$1.35M Buy
31,194
+11,219
+56% +$472K ﹤0.01% 3247
2020
Q3 		$820K Buy
19,975
+7,080
+55% +$290K ﹤0.01% 3458
2020
Q2 		$514K Buy
12,895
+3,460
+37% +$134K ﹤0.01% 4233
2020
Q1 		$347K Sell
9,435
-2,644
-22% -$104K ﹤0.01% 4214
2019
Q4 		$485K Sell
12,079
-73
-0.6% -$2.89K ﹤0.01% 4441
2019
Q3 		$477K Buy
12,152
+149
+1% +$5.8K ﹤0.01% 4377
2019
Q2 		$468K Sell
12,003
-597
-5% -$22.8K ﹤0.01% 4489
2019
Q1 		$480K Hold
12,600
– – ﹤0.01% 4218
2018
Q4 		$450K Buy
12,600
+11,890
+1,675% +$434K ﹤0.01% 4240
2018
Q3 		$27K Buy
710
+14
+2% +$528 ﹤0.01% 6931
2018
Q2 		$26K Buy
696
+39
+6% +$1.47K ﹤0.01% 6781
2018
Q1 		$25K Buy
+657
New +$25K ﹤0.01% 6614
2016
Q4 		– Sell
-100
Closed -$4K – 7176
2016
Q3 		$4K Buy
+100
New +$3.58K ﹤0.01% 6817

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup's AOM Position: Q3 2021 in Review

Citigroup sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2021, closing a stake of 25,725 shares — an estimated $1.16M sold.

Citigroup first reported a position in AOM in Q3 2016 and held it in 15 quarters. The position peaked at $1.35M in Q4 2020. 232 funds tracked by Wall St. Rank hold AOM as of Q3 2021.

  • Citigroup reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Citigroup sold 25,725 iShares Core Moderate Allocation ETF shares in Q3 2021, an estimated $1.16M.
  • Citigroup first reported a position in iShares Core Moderate Allocation ETF in Q3 2016 and held it in 15 quarters.
  • Citigroup's iShares Core Moderate Allocation ETF position peaked at $1.35M in Q4 2020.
  • 232 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2021.

Based on Citigroup's 13F filing for Q3 2021, filed 10 Nov 2021.