Gerber Kawasaki Wealth & Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2022 Q2	–	Sell	-2,903	Closed	-$200K	–	244
2022 Q1	$200K	Buy	+2,903	New	+$201K	0.02%	250
2021 Q4	–	Sell	-2	Closed	-$2K	–	320
2021 Q3	$2K	Buy	+2	New	+$142	﹤0.01%	871

Other funds holding AOA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AOA Position: Q2 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2022, closing a stake of 2,903 shares — an estimated $200K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AOA in Q3 2021 and held it in 2 quarters. The position peaked at $200K in Q1 2022. 248 funds tracked by Wall St. Rank hold AOA as of Q2 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 2,903 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2022, an estimated $200K.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2021 and held it in 2 quarters.
Gerber Kawasaki Wealth & Investment Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $200K in Q1 2022.
248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2022, filed 4 Aug 2022.