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Cribstone Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cribstone Capital Management’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
Q4 		$5.47K Sell
144
-7
-5% -$265 ﹤0.01% 294
2022
Q3 		$6K Sell
151
-670
-82% -$26.2K ﹤0.01% 284
2022
Q2 		$32K Buy
821
+3
+0.4% +$121 0.02% 176
2022
Q1 		$35K Sell
818
-300
-27% -$13.1K 0.02% 181
2021
Q4 		$51K Buy
1,118
+109
+11% +$4.94K 0.03% 166
2021
Q3 		$45K Sell
1,009
-102
-9% -$4.63K 0.03% 168
2021
Q2 		$50K Buy
1,111
+57
+5% +$2.54K 0.03% 157
2021
Q1 		$46K Sell
1,054
-425
-29% -$18.5K 0.03% 157
2020
Q4 		$64K Sell
1,479
-169
-10% -$7.12K 0.04% 147
2020
Q3 		$68K Buy
1,648
+242
+17% +$9.92K 0.06% 114
2020
Q2 		$56K Sell
1,406
-205
-13% -$7.91K 0.05% 123
2020
Q1 		$59K Buy
1,611
+52
+3% +$2.04K 0.06% 105
2019
Q4 		$63K Hold
1,559
– – 0.06% 129
2019
Q3 		$61K Sell
1,559
-100
-6% -$3.9K 0.04% 208
2019
Q2 		$65K Buy
1,659
+240
+17% +$9.18K 0.04% 214
2019
Q1 		$54K Buy
1,419
+125
+10% +$4.64K 0.03% 227
2018
Q4 		$46K Sell
1,294
-290
-18% -$10.6K 0.02% 255
2018
Q3 		$60K Buy
1,584
+25
+2% +$943 0.03% 245
2018
Q2 		$59K Hold
1,559
– – 0.03% 245
2018
Q1 		$59K Buy
1,559
+139
+10% +$5.3K 0.03% 235
2017
Q4 		$55K Buy
1,420
+45
+3% +$1.72K 0.03% 282
2017
Q3 		$52K Buy
1,375
+30
+2% +$1.13K 0.03% 255
2017
Q2 		$50K Sell
1,345
-10
-0.7% -$369 0.03% 259
2017
Q1 		$49K Sell
1,355
-665
-33% -$23.9K 0.03% 286
2016
Q4 		$72K Sell
2,020
-145
-7% -$5.13K 0.04% 211
2016
Q3 		$77K Sell
2,165
-135
-6% -$4.83K 0.05% 203
2016
Q2 		$81K Buy
+2,300
New +$80.4K 0.05% 204

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cribstone Capital Management's AOM Position: Q4 2022 in Review

Cribstone Capital Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 4.6% in Q4 2022, selling an estimated $265 and leaving 144 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Cribstone Capital Management first reported a position in AOM in Q2 2016 and has held it in 27 quarters since. The position peaked at $81K in Q2 2016. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

  • Cribstone Capital Management held 144 shares of iShares Core Moderate Allocation ETF worth $5.47K as of Q4 2022.
  • Cribstone Capital Management sold 7 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $265.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Cribstone Capital Management's portfolio in Q4 2022, its #294 holding.
  • Cribstone Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2016 and has held it in 27 quarters since.
  • Cribstone Capital Management's iShares Core Moderate Allocation ETF position peaked at $81K in Q2 2016.
  • 249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.