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FinTrust Capital Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

FinTrust Capital Advisors’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
2024
Q3 		$1.37M Buy
17,385
+241
+1% +$18.3K 0.23% 95
2024
Q2 		$1.28M Sell
17,144
-193
-1% -$14.1K 0.23% 87
2024
Q1 		$1.27M Buy
17,337
+2,956
+21% +$209K 0.25% 90
2023
Q4 		$993K Buy
14,381
+438
+3% +$28.5K 0.2% 102
2023
Q3 		$885K Buy
13,943
+1,963
+16% +$129K 0.2% 113
2023
Q2 		$716K Hold
11,980
– – 0.17% 134
2023
Q1 		$716K Hold
11,980
– – 0.17% 131
2022
Q4 		$716K Buy
11,980
+4,179
+54% +$247K 0.17% 130
2022
Q3 		$442K Buy
7,801
+1,279
+20% +$77.7K 0.11% 172
2022
Q2 		$398K Buy
6,522
+1,852
+40% +$118K 0.1% 180
2022
Q1 		$322K Buy
4,670
+5
+0.1% +$346 0.07% 220
2021
Q4 		$340K Hold
4,665
– – 0.08% 218
2021
Q3 		$326K Buy
4,665
+506
+12% +$36K 0.09% 205
2021
Q2 		$294K Buy
4,159
+61
+1% +$4.24K 0.08% 226
2021
Q1 		$274K Buy
4,098
+873
+27% +$57.7K 0.08% 216
2020
Q4 		$207K Buy
3,225
+276
+9% +$16.9K 0.07% 243
2020
Q3 		$171 Buy
2,949
+334
+13% +$19.3K 0.03% 263
2020
Q2 		$144K Buy
+2,615
New +$136K 0.06% 264
2020
Q1 		– Sell
-15,656
Closed -$908K – 1102
2019
Q4 		$908K Buy
15,656
+153
+1% +$8.62K 0.37% 53
2019
Q3 		$851K Sell
15,503
-401
-3% -$21.8K 0.29% 70
2019
Q2 		$877K Sell
15,904
-1,086
-6% -$58.7K 0.35% 52
2019
Q1 		$909K Buy
+16,990
New +$881K 0.38% 48

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's AOA Position: Q3 2024 in Review

FinTrust Capital Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.4% in Q3 2024, buying an estimated $18.3K and bringing the position to 17,385 shares worth $1.37M. The position accounts for 0.23% of the portfolio, ranked #95.

FinTrust Capital Advisors first reported a position in AOA in Q1 2019 and has held it in 22 quarters since. 318 funds tracked by Wall St. Rank hold AOA as of Q3 2024.

  • FinTrust Capital Advisors held 17,385 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.37M as of Q3 2024.
  • FinTrust Capital Advisors bought 241 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2024, an estimated $18.3K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.23% of FinTrust Capital Advisors's portfolio in Q3 2024, its #95 holding.
  • FinTrust Capital Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and has held it in 22 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.