Curi Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Curi Wealth Management’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	–	Sell	-1,030	Closed	-$62K	–	208
2022 Q2	$62K	Buy	+1,030	New	+$65.6K	0.01%	210

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Curi Wealth Management's AOA Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2022, closing a stake of 1,030 shares — an estimated $62K sold.

Curi Wealth Management first reported a position in AOA in Q2 2022 and held it in 1 quarter. The position peaked at $62K in Q2 2022. 234 funds tracked by Wall St. Rank hold AOA as of Q3 2022.

Curi Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 1,030 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2022, an estimated $62K.
Curi Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $62K in Q2 2022.
234 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.