Franklin Resources
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Franklin Resources’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Franklin Resources’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-28,331
Closed -$952K – 2313
2022
Q4 		$952K Buy
+28,331
New +$950K ﹤0.01% 1529

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources's AOK Position: Q1 2023 in Review

Franklin Resources sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2023, closing a stake of 28,331 shares — an estimated $952K sold.

Franklin Resources first reported a position in AOK in Q4 2022 and held it in 1 quarter. The position peaked at $952K in Q4 2022. 149 funds tracked by Wall St. Rank hold AOK as of Q1 2023.

  • Franklin Resources reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Franklin Resources sold 28,331 iShares Core Conservative Allocation ETF shares in Q1 2023, an estimated $952K.
  • Franklin Resources first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Franklin Resources's iShares Core Conservative Allocation ETF position peaked at $952K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2023.

Based on Franklin Resources's 13F filing for Q1 2023, filed 12 May 2023.