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Corepath Wealth Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Corepath Wealth 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
2021
Q1 		– Sell
-12,400
Closed -$536K – 37
2020
Q4 		$536K Buy
+12,400
New +$522K 0.56% 21

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TC
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Osaic Holdings
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Corepath Wealth Partners's AOM Position: Q1 2021 in Review

Corepath Wealth Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 12,400 shares — an estimated $536K sold.

Corepath Wealth Partners first reported a position in AOM in Q4 2020 and held it in 1 quarter. The position peaked at $536K in Q4 2020. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

  • Corepath Wealth Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Corepath Wealth Partners sold 12,400 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $536K.
  • Corepath Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Corepath Wealth Partners's iShares Core Moderate Allocation ETF position peaked at $536K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

Based on Corepath Wealth Partners's 13F filing for Q1 2021, filed 17 May 2021.