Enterprise Financial Services Corp (EFSC)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q3	–	Sell	-28	Closed	-$2K	–	441
2021 Q2	$2K	Sell	28 -668	-96%	-$46.5K	﹤0.01%	1108
2021 Q1	$47K	Buy	696 +24	+4%	+$1.58K	0.01%	415
2020 Q4	$43K	Buy	672 +24	+4%	+$1.47K	0.01%	406
2020 Q3	$38K	Buy	648 +58	+10%	+$3.34K	0.01%	429
2020 Q2	$32K	Buy	590 +65	+12%	+$3.38K	0.01%	452
2020 Q1	$25K	Buy	525 +39	+8%	+$2.14K	0.01%	453
2019 Q4	$28K	Buy	486 +49	+11%	+$2.76K	0.01%	513
2019 Q3	$23K	Buy	437 +10	+2%	+$545	0.01%	525
2019 Q2	$23K	Hold	427	–	–	0.01%	548
2019 Q1	$23K	Buy	+427	New	+$22.1K	0.01%	544

Other funds holding AOA

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

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

LIA

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

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

PAA

Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s AOA Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2021, closing a stake of 28 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in AOA in Q1 2019 and held it in 10 quarters. The position peaked at $47K in Q1 2021. 218 funds tracked by Wall St. Rank hold AOA as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 28 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2021, an estimated $2K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and held it in 10 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $47K in Q1 2021.
218 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.