First Allied Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

First Allied Advisory Services’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
2020 Q3	$338K	Sell	8,233 -489	-6%	-$20K	0.01%	851
2020 Q2	$348K	Sell	8,722 -600	-6%	-$23.2K	0.01%	770
2020 Q1	$342K	Sell	9,322 -597	-6%	-$23.4K	0.01%	726
2019 Q4	$398K	Sell	9,919 -193	-2%	-$7.64K	0.01%	798
2019 Q3	$398K	Sell	10,112 -419	-4%	-$16.3K	0.01%	771
2019 Q2	$411K	Buy	10,531 +43	+0.4%	+$1.65K	0.01%	748
2019 Q1	$399K	Buy	10,488 +1,000	+11%	+$37.1K	0.01%	745
2018 Q4	$339K	Sell	9,488 -24	-0.3%	-$875	0.01%	728
2018 Q3	$361K	Sell	9,512 -147	-2%	-$5.55K	0.01%	830
2018 Q2	$364K	Sell	9,659 -700	-7%	-$26.3K	0.01%	801
2018 Q1	$392K	Buy	10,359 +351	+4%	+$13.4K	0.02%	763
2017 Q4	$381K	Buy	+10,008	New	+$383K	0.02%	763
2016 Q1	–	Sell	-7,545	Closed	-$257K	–	1007
2015 Q4	$257K	Buy	+7,545	New	+$260K	0.01%	841

Other funds holding AOM

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

First Allied Advisory Services's AOM Position: Q3 2020 in Review

First Allied Advisory Services reduced its iShares Core Moderate Allocation ETF (AOM) stake by 5.6% in Q3 2020, selling an estimated $20K and leaving 8,233 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #851.

First Allied Advisory Services first reported a position in AOM in Q4 2015 and has held it in 13 quarters since. The position peaked at $411K in Q2 2019. 188 funds tracked by Wall St. Rank hold AOM as of Q3 2020.

First Allied Advisory Services held 8,233 shares of iShares Core Moderate Allocation ETF worth $338K as of Q3 2020.
First Allied Advisory Services sold 489 iShares Core Moderate Allocation ETF shares in Q3 2020, an estimated $20K.
iShares Core Moderate Allocation ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #851 holding.
First Allied Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and has held it in 13 quarters since.
First Allied Advisory Services's iShares Core Moderate Allocation ETF position peaked at $411K in Q2 2019.
188 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.