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F3Logic’s iShares Core Moderate Allocation ETF AOM Stock Holding History

F3Logic’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
2021
Q1 		– Sell
-6,173
Closed -$266K – 241
2020
Q4 		$266K Buy
6,173
+8
+0.1% +$337 0.04% 187
2020
Q3 		$253 Buy
6,165
+5
+0.1% +$205 0.01% 421
2020
Q2 		$245K Sell
6,160
-1,697
-22% -$65.5K 0.05% 150
2020
Q1 		$288K Sell
7,857
-1,009
-11% -$39.5K 0.06% 105
2019
Q4 		$354K Sell
8,866
-596
-6% -$23.6K 0.07% 120
2019
Q3 		$372K Hold
9,462
– – 0.09% 111
2019
Q2 		$369K Buy
+9,462
New +$362K 0.07% 150

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

F3Logic's AOM Position: Q1 2021 in Review

F3Logic sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 6,173 shares — an estimated $266K sold.

F3Logic first reported a position in AOM in Q2 2019 and held it in 7 quarters. The position peaked at $372K in Q3 2019. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

  • F3Logic reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • F3Logic sold 6,173 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $266K.
  • F3Logic first reported a position in iShares Core Moderate Allocation ETF in Q2 2019 and held it in 7 quarters.
  • F3Logic's iShares Core Moderate Allocation ETF position peaked at $372K in Q3 2019.
  • 221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

Based on F3Logic's 13F filing for Q1 2021, filed 23 Apr 2021.