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Cypress Capital’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Cypress Capital’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
2024
Q4 		– Sell
-8,798
Closed -$694K – 73
2024
Q3 		$694K Sell
8,798
-9,686
-52% -$736K 0.18% 58
2024
Q2 		$1.38M Buy
18,484
+9,286
+101% +$679K 0.35% 45
2024
Q1 		$676K Sell
9,198
-467
-5% -$33K 0.18% 55
2023
Q4 		$667K Sell
9,665
-317
-3% -$20.7K 0.19% 51
2023
Q3 		$634K Sell
9,982
-2,202
-18% -$145K 0.19% 53
2023
Q2 		$808K Buy
12,184
+214
+2% +$13.8K 0.23% 54
2023
Q1 		$761K Sell
11,970
-847
-7% -$52.9K 0.24% 48
2022
Q4 		$766K Buy
12,817
+341
+3% +$20.2K 0.24% 59
2022
Q3 		$692K Sell
12,476
-27
-0.2% -$1.64K 0.24% 62
2022
Q2 		$749K Sell
12,503
-1,611
-11% -$103K 0.11% 120
2022
Q1 		$973K Buy
14,114
+460
+3% +$31.8K 0.12% 118
2021
Q4 		$994K Buy
+13,654
New +$984K 0.11% 120

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cypress Capital's AOA Position: Q4 2024 in Review

Cypress Capital sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2024, closing a stake of 8,798 shares — an estimated $694K sold.

Cypress Capital first reported a position in AOA in Q4 2021 and held it in 12 quarters. The position peaked at $1.38M in Q2 2024. 347 funds tracked by Wall St. Rank hold AOA as of Q4 2024.

  • Cypress Capital reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Cypress Capital sold 8,798 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2024, an estimated $694K.
  • Cypress Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and held it in 12 quarters.
  • Cypress Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.38M in Q2 2024.
  • 347 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2024.

Based on Cypress Capital's 13F filing for Q4 2024, filed 3 Feb 2025.