F
AOM icon

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 $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return