Greatmark Investment Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Greatmark Investment Partners’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
2023 Q3	–	Sell	-6,000	Closed	-$242K	–	128
2023 Q2	$242K	Hold	6,000	–	–	0.04%	119
2023 Q1	$239K	Hold	6,000	–	–	0.04%	117
2022 Q4	$228K	Hold	6,000	–	–	0.04%	114
2022 Q3	$220K	Hold	6,000	–	–	0.04%	117
2022 Q2	$234K	Hold	6,000	–	–	0.04%	120
2022 Q1	$258K	Hold	6,000	–	–	0.04%	123
2021 Q4	$273K	Hold	6,000	–	–	0.05%	120
2021 Q3	$268K	Hold	6,000	–	–	0.05%	120
2021 Q2	$270K	Hold	6,000	–	–	0.05%	120
2021 Q1	$261K	Hold	6,000	–	–	0.05%	121
2020 Q4	$259K	Hold	6,000	–	–	0.06%	113
2020 Q3	$246K	Hold	6,000	–	–	0.06%	112
2020 Q2	$239K	Hold	6,000	–	–	0.06%	111
2020 Q1	$220K	Hold	6,000	–	–	0.07%	111
2019 Q4	$241K	Buy	+6,000	New	+$238K	0.06%	120

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

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

Greatmark Investment Partners's AOM Position: Q3 2023 in Review

Greatmark Investment Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2023, closing a stake of 6,000 shares — an estimated $242K sold.

Greatmark Investment Partners first reported a position in AOM in Q4 2019 and held it in 15 quarters. The position peaked at $273K in Q4 2021. 229 funds tracked by Wall St. Rank hold AOM as of Q3 2023.

Greatmark Investment Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2023 after selling out during the quarter.
Greatmark Investment Partners sold 6,000 iShares Core Moderate Allocation ETF shares in Q3 2023, an estimated $242K.
Greatmark Investment Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 15 quarters.
Greatmark Investment Partners's iShares Core Moderate Allocation ETF position peaked at $273K in Q4 2021.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2023.

Based on Greatmark Investment Partners's 13F filing for Q3 2023, filed 8 Nov 2023.