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

Cypress Capital’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
2023
Q3 		– Sell
-5,280
Closed -$213K – 83
2023
Q2 		$213K Sell
5,280
-2,749
-34% -$110K 0.06% 75
2023
Q1 		$320K Sell
8,029
-1,893
-19% -$74.4K 0.1% 58
2022
Q4 		$377K Sell
9,922
-238
-2% -$9.02K 0.12% 70
2022
Q3 		$372K Sell
10,160
-1,516
-13% -$59.4K 0.13% 72
2022
Q2 		$455K Buy
11,676
+400
+4% +$16.2K 0.06% 136
2022
Q1 		$485K Sell
11,276
-285
-2% -$12.4K 0.06% 148
2021
Q4 		$526K Buy
+11,561
New +$524K 0.06% 145

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Cypress Capital's AOM Position: Q3 2023 in Review

Cypress Capital sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2023, closing a stake of 5,280 shares — an estimated $213K sold.

Cypress Capital first reported a position in AOM in Q4 2021 and held it in 7 quarters. The position peaked at $526K in Q4 2021. 229 funds tracked by Wall St. Rank hold AOM as of Q3 2023.

  • Cypress Capital reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2023 after selling out during the quarter.
  • Cypress Capital sold 5,280 iShares Core Moderate Allocation ETF shares in Q3 2023, an estimated $213K.
  • Cypress Capital first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 7 quarters.
  • Cypress Capital's iShares Core Moderate Allocation ETF position peaked at $526K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2023.

Based on Cypress Capital's 13F filing for Q3 2023, filed 9 Nov 2023.