Forward Management
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Forward Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Forward Management’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
2022
Q4 		– Sell
-18,380
Closed -$673K – 3
2022
Q3 		$673K Buy
+18,380
New +$720K 0.07% 27

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Franklin Resources
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Raymond James & Associates
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forward Management's AOM Position: Q4 2022 in Review

Forward Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2022, closing a stake of 18,380 shares — an estimated $673K sold.

Forward Management first reported a position in AOM in Q3 2022 and held it in 1 quarter. The position peaked at $673K in Q3 2022. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

  • Forward Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Forward Management sold 18,380 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $673K.
  • Forward Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2022 and held it in 1 quarter.
  • Forward Management's iShares Core Moderate Allocation ETF position peaked at $673K in Q3 2022.
  • 249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on Forward Management's 13F filing for Q4 2022.