Gradient Investments’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Gradient Investments’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
2020 Q1	–	Sell	-140	Closed	-$6K	–	1084
2019 Q4	$6K	Sell	140 -30	-18%	-$1.19K	﹤0.01%	780
2019 Q3	$7K	Buy	+170	New	+$6.62K	﹤0.01%	729
2018 Q3	–	Sell	-390	Closed	-$15K	–	972
2018 Q2	$15K	Hold	390	–	–	﹤0.01%	532
2018 Q1	$15K	Buy	+390	New	+$14.9K	﹤0.01%	536
2015 Q2	–	Sell	-450	Closed	-$16K	–	627
2015 Q1	$16K	Buy	+450	New	+$15.9K	﹤0.01%	339

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Gradient Investments's AOM Position: Q1 2020 in Review

Gradient Investments sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2020, closing a stake of 140 shares — an estimated $6K sold.

Gradient Investments first reported a position in AOM in Q1 2015 and held it in 5 quarters. The position peaked at $16K in Q1 2015. 175 funds tracked by Wall St. Rank hold AOM as of Q1 2020.

Gradient Investments reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2020 after selling out during the quarter.
Gradient Investments sold 140 iShares Core Moderate Allocation ETF shares in Q1 2020, an estimated $6K.
Gradient Investments first reported a position in iShares Core Moderate Allocation ETF in Q1 2015 and held it in 5 quarters.
Gradient Investments's iShares Core Moderate Allocation ETF position peaked at $16K in Q1 2015.
175 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2020.

Based on Gradient Investments's 13F filing for Q1 2020, filed 7 Apr 2020.