City Holding Co’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

City Holding Co’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
2023 Q2	–	Sell	-45	Closed	-$2.86K	–	513
2023 Q1	$2.86K	Hold	45	–	–	﹤0.01%	481
2022 Q4	$2.69K	Hold	45	–	–	﹤0.01%	480
2022 Q3	$2K	Buy	+45	New	+$2.73K	﹤0.01%	485

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

City Holding Co's AOA Position: Q2 2023 in Review

City Holding Co sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2023, closing a stake of 45 shares — an estimated $2.86K sold.

City Holding Co first reported a position in AOA in Q3 2022 and held it in 3 quarters. The position peaked at $2.86K in Q1 2023. 261 funds tracked by Wall St. Rank hold AOA as of Q2 2023.

City Holding Co reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2023 after selling out during the quarter.
City Holding Co sold 45 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2023, an estimated $2.86K.
City Holding Co first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2022 and held it in 3 quarters.
City Holding Co's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.86K in Q1 2023.
261 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2023.

Based on City Holding Co's 13F filing for Q2 2023, filed 13 Jul 2023.