GI
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Gradient Investments’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-11
Closed – – 1509
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1337
2022
Q2 		$0 Buy
+11
New +$392 ﹤0.01% 1211
2020
Q1 		– Sell
-131
Closed -$5K – 1083
2019
Q4 		$5K Sell
131
-56
-30% -$2.01K ﹤0.01% 808
2019
Q3 		$7K Buy
+187
New +$6.62K ﹤0.01% 728

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's AOK Position: Q4 2022 in Review

Gradient Investments sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2022, closing a stake of 11 shares.

Gradient Investments first reported a position in AOK in Q3 2019 and held it in 4 quarters. The position peaked at $7K in Q3 2019. 164 funds tracked by Wall St. Rank hold AOK as of Q4 2022.

  • Gradient Investments reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 11 iShares Core Conservative Allocation ETF shares in Q4 2022.
  • Gradient Investments first reported a position in iShares Core Conservative Allocation ETF in Q3 2019 and held it in 4 quarters.
  • Gradient Investments's iShares Core Conservative Allocation ETF position peaked at $7K in Q3 2019.
  • 164 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.