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

Harrell 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
2022
Q3 		– Sell
-47,303
Closed -$1.84M – 92
2022
Q2 		$1.84M Buy
47,303
+2,238
+5% +$90.5K 0.75% 43
2022
Q1 		$1.94M Buy
+45,065
New +$1.96M 0.69% 49

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harrell Investment Partners's AOM Position: Q3 2022 in Review

Harrell Investment Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2022, closing a stake of 47,303 shares — an estimated $1.84M sold.

Harrell Investment Partners first reported a position in AOM in Q1 2022 and held it in 2 quarters. The position peaked at $1.94M in Q1 2022. 222 funds tracked by Wall St. Rank hold AOM as of Q3 2022.

  • Harrell Investment Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Harrell Investment Partners sold 47,303 iShares Core Moderate Allocation ETF shares in Q3 2022, an estimated $1.84M.
  • Harrell Investment Partners first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and held it in 2 quarters.
  • Harrell Investment Partners's iShares Core Moderate Allocation ETF position peaked at $1.94M in Q1 2022.
  • 222 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2022.

Based on Harrell Investment Partners's 13F filing for Q3 2022, filed 14 Nov 2022.