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Confluence Wealth Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-500
Closed -$22K – 294
2021
Q4 		$22K Buy
+500
New +$22.7K 0.01% 699

Other funds holding AOM

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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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Confluence Wealth Services's AOM Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 500 shares — an estimated $22K sold.

Confluence Wealth Services first reported a position in AOM in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 250 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 500 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $22K.
  • Confluence Wealth Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares Core Moderate Allocation ETF position peaked at $22K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.