Cullen/Frost Bankers
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Cullen/Frost Bankers’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cullen/Frost Bankers’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
2020
Q4 		– Sell
-70
Closed -$3K – 1063
2020
Q3 		$3K Buy
+70
New +$2.87K ﹤0.01% 989

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiedemann Advisors
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Simplicity Solutions
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cullen/Frost Bankers's AOM Position: Q4 2020 in Review

Cullen/Frost Bankers sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2020, closing a stake of 70 shares — an estimated $3K sold.

Cullen/Frost Bankers first reported a position in AOM in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 227 funds tracked by Wall St. Rank hold AOM as of Q4 2020.

  • Cullen/Frost Bankers reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Cullen/Frost Bankers sold 70 iShares Core Moderate Allocation ETF shares in Q4 2020, an estimated $3K.
  • Cullen/Frost Bankers first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and held it in 1 quarter.
  • Cullen/Frost Bankers's iShares Core Moderate Allocation ETF position peaked at $3K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2020.

Based on Cullen/Frost Bankers's 13F filing for Q4 2020, filed 8 Feb 2021.