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CPWM LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

CPWM LLC’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
2022
Q3 		$965K Sell
17,394
-3,189
-15% -$194K 0.09% 131
2022
Q2 		$1.23M Buy
20,583
+6,213
+43% +$395K 0.11% 134
2022
Q1 		$991K Buy
14,370
+2,213
+18% +$153K 0.07% 139
2021
Q4 		$849K Hold
12,157
– – 0.07% 173
2021
Q3 		$849K Hold
12,157
– – 0.08% 140
2021
Q2 		$859K Hold
12,157
– – 0.06% 149
2021
Q1 		$814K Hold
12,157
– – 0.07% 167
2020
Q4 		$780K Sell
12,157
-90
-0.7% -$5.5K 0.07% 160
2020
Q3 		$710K Hold
12,247
– – 0.07% 152
2020
Q2 		$672K Buy
+12,247
New +$637K 0.08% 152

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AssetMark Inc
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Cambridge Investment Research Advisors
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KAS
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LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return