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Cooper Financial Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cooper Financial Group’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
2021
Q4 		– Sell
-13,292
Closed -$928K – 237
2021
Q3 		$928K Sell
13,292
-578
-4% -$41.2K 0.19% 79
2021
Q2 		$980K Buy
13,870
+730
+6% +$50.8K 0.2% 72
2021
Q1 		$879K Sell
13,140
-14
-0.1% -$925 0.2% 74
2020
Q4 		$844K Sell
13,154
-1,869
-12% -$114K 0.17% 102
2020
Q3 		$871K Buy
15,023
+496
+3% +$28.6K 0.25% 57
2020
Q2 		$797K Buy
14,527
+830
+6% +$43.2K 0.26% 58
2020
Q1 		$650K Buy
13,697
+1,000
+8% +$54.8K 0.27% 59
2019
Q4 		$736K Buy
12,697
+297
+2% +$16.7K 0.29% 52
2019
Q3 		$681K Sell
12,400
-445
-3% -$24.2K 0.31% 50
2019
Q2 		$708K Sell
12,845
-630
-5% -$34K 0.34% 42
2019
Q1 		$721K Sell
13,475
-1,522
-10% -$78.9K 0.4% 35
2018
Q4 		$728K Buy
+14,997
New +$767K 0.49% 31

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cooper Financial Group's AOA Position: Q4 2021 in Review

Cooper Financial Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2021, closing a stake of 13,292 shares — an estimated $928K sold.

Cooper Financial Group first reported a position in AOA in Q4 2018 and held it in 12 quarters. The position peaked at $980K in Q2 2021. 248 funds tracked by Wall St. Rank hold AOA as of Q4 2021.

  • Cooper Financial Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Cooper Financial Group sold 13,292 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2021, an estimated $928K.
  • Cooper Financial Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and held it in 12 quarters.
  • Cooper Financial Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $980K in Q2 2021.
  • 248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2021.

Based on Cooper Financial Group's 13F filing for Q4 2021, filed 11 Feb 2022.