Fisher Asset Management
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Fisher Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Fisher Asset Management’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
Q1 		– Sell
-3,263
Closed -$225K – 966
2023
Q4 		$225K Buy
+3,263
New +$213K ﹤0.01% 930

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fisher Asset Management's AOA Position: Q1 2024 in Review

Fisher Asset Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2024, closing a stake of 3,263 shares — an estimated $225K sold.

Fisher Asset Management first reported a position in AOA in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 305 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

  • Fisher Asset Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Fisher Asset Management sold 3,263 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $225K.
  • Fisher Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and held it in 1 quarter.
  • Fisher Asset Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $225K in Q4 2023.
  • 305 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.