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CWA Asset Management Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

CWA Asset Management Group’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
2020
Q2 		– Sell
-6,350
Closed -$301K – 218
2020
Q1 		$301K Sell
6,350
-18,333
-74% -$1M 0.06% 162
2019
Q4 		$1.43M Sell
24,683
-1,240
-5% -$69.9K 0.23% 83
2019
Q3 		$1.42M Buy
25,923
+3,564
+16% +$194K 0.23% 84
2019
Q2 		$1.23M Buy
22,359
+1,145
+5% +$61.9K 0.21% 92
2019
Q1 		$1.14M Buy
21,214
+1,420
+7% +$73.6K 0.22% 93
2018
Q4 		$961K Buy
19,794
+5,375
+37% +$275K 0.22% 84
2018
Q3 		$788K Buy
14,419
+74
+0.5% +$4.01K 0.17% 91
2018
Q2 		$766K Buy
14,345
+436
+3% +$23.5K 0.18% 89
2018
Q1 		$744K Buy
13,909
+1,284
+10% +$70.1K 0.18% 92
2017
Q4 		$680K Buy
12,625
+1,046
+9% +$57.1K 0.18% 91
2017
Q3 		$620K Buy
11,579
+427
+4% +$22.4K 0.18% 88
2017
Q2 		$578K Buy
11,152
+55
+0.5% +$2.81K 0.18% 88
2017
Q1 		$554K Sell
11,097
-4,640
-29% -$227K 0.19% 88
2016
Q4 		$743K Buy
15,737
+5,080
+48% +$238K 0.32% 81
2016
Q3 		$506K Sell
10,657
-20
-0.2% -$940 0.28% 81
2016
Q2 		$490K Buy
10,677
+97
+0.9% +$4.42K 0.3% 88
2016
Q1 		$479K Sell
10,580
-2,247
-18% -$97K 0.49% 55
2015
Q4 		$575K Buy
+12,827
New +$585K 0.65% 54

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

CWA Asset Management Group's AOA Position: Q2 2020 in Review

CWA Asset Management Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2020, closing a stake of 6,350 shares — an estimated $301K sold.

CWA Asset Management Group first reported a position in AOA in Q4 2015 and held it in 18 quarters. The position peaked at $1.43M in Q4 2019. 172 funds tracked by Wall St. Rank hold AOA as of Q2 2020.

  • CWA Asset Management Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • CWA Asset Management Group sold 6,350 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2020, an estimated $301K.
  • CWA Asset Management Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2015 and held it in 18 quarters.
  • CWA Asset Management Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.43M in Q4 2019.
  • 172 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2020.

Based on CWA Asset Management Group's 13F filing for Q2 2020, filed 13 Aug 2020.