Destiny Wealth Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Destiny Wealth Partners’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-92	Closed	-$3.09K	–	207
2022 Q4	$3.09K	Buy	92 +67	+268%	+$2.25K	﹤0.01%	600
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	547
2022 Q2	$1K	Sell	25 -2	-7%	-$71	﹤0.01%	579
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	509
2021 Q4	$1K	Sell	27 -6	-18%	-$239	﹤0.01%	528
2021 Q3	$1K	Buy	+33	New	+$1.32K	﹤0.01%	501
2021 Q2	–	Sell	-34	Closed	-$1K	–	201
2021 Q1	$1K	Sell	34 -16	-32%	-$621	﹤0.01%	536
2020 Q4	$2K	Buy	+50	New	+$1.9K	﹤0.01%	478

Other funds holding AOK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

WAM

WNY Asset Management Williamsville, New York $967M AUM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destiny Wealth Partners's AOK Position: Q1 2023 in Review

Destiny Wealth Partners sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2023, closing a stake of 92 shares — an estimated $3.09K sold.

Destiny Wealth Partners first reported a position in AOK in Q4 2020 and held it in 8 quarters. The position peaked at $3.09K in Q4 2022. 149 funds tracked by Wall St. Rank hold AOK as of Q1 2023.

Destiny Wealth Partners reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 92 iShares Core Conservative Allocation ETF shares in Q1 2023, an estimated $3.09K.
Destiny Wealth Partners first reported a position in iShares Core Conservative Allocation ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's iShares Core Conservative Allocation ETF position peaked at $3.09K in Q4 2022.
149 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.