FinTrust Capital Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$617K	Sell	13,681 -4,031	-23%	-$177K	0.1%	164
2024 Q2	$762K	Sell	17,712 -1,578	-8%	-$66.8K	0.14%	137
2024 Q1	$825K	Buy	19,290 +1,050	+6%	+$43.9K	0.16%	128
2023 Q4	$757K	Sell	18,240 -9,744	-35%	-$386K	0.15%	130
2023 Q3	$1.09M	Buy	27,984 +9,690	+53%	+$387K	0.24%	93
2023 Q2	$695K	Hold	18,294	–	–	0.17%	137
2023 Q1	$695K	Hold	18,294	–	–	0.17%	134
2022 Q4	$695K	Buy	18,294 +17,868	+4,194%	+$677K	0.17%	133
2022 Q3	$16K	Buy	426 +408	+2,267%	+$16K	﹤0.01%	764
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1155
2022 Q1	$1K	Sell	18 -23	-56%	-$1K	﹤0.01%	1162
2021 Q4	$2K	Hold	41	–	–	﹤0.01%	1092
2021 Q3	$2K	Sell	41 -67	-62%	-$3.04K	﹤0.01%	1089
2021 Q2	$5K	Hold	108	–	–	﹤0.01%	1037
2021 Q1	$5K	Buy	108 +3	+3%	+$131	﹤0.01%	1014
2020 Q4	$5K	Sell	105 -408	-80%	-$17.2K	﹤0.01%	944
2020 Q3	$21K	Buy	513 +105	+26%	+$4.3K	﹤0.01%	635
2020 Q2	$16K	Buy	+408	New	+$15.7K	0.01%	658

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

FinTrust Capital Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 23% in Q3 2024, selling an estimated $177K and leaving 13,681 shares worth $617K. The position accounts for 0.1% of the portfolio, ranked #164.

FinTrust Capital Advisors first reported a position in AOM in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.09M in Q3 2023. 235 funds tracked by Wall St. Rank hold AOM as of Q3 2024.

FinTrust Capital Advisors held 13,681 shares of iShares Core Moderate Allocation ETF worth $617K as of Q3 2024.
FinTrust Capital Advisors sold 4,031 iShares Core Moderate Allocation ETF shares in Q3 2024, an estimated $177K.
iShares Core Moderate Allocation ETF made up 0.1% of FinTrust Capital Advisors's portfolio in Q3 2024, its #164 holding.
FinTrust Capital Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and has held it in 18 quarters since.
FinTrust Capital Advisors's iShares Core Moderate Allocation ETF position peaked at $1.09M in Q3 2023.
235 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2024.

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