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HeadInvest LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-473
Closed -$29.8K – 252
2023
Q3 		$29.8K Buy
+473
New +$31.1K 0.01% 406

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HeadInvest LLC's AOA Position: Q4 2023 in Review

HeadInvest LLC sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2023, closing a stake of 473 shares — an estimated $29.8K sold.

HeadInvest LLC first reported a position in AOA in Q3 2023 and held it in 1 quarter. The position peaked at $29.8K in Q3 2023. 307 funds tracked by Wall St. Rank hold AOA as of Q4 2023.

  • HeadInvest LLC reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 473 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2023, an estimated $29.8K.
  • HeadInvest LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's iShares Core 80/20 Aggressive Allocation ETF position peaked at $29.8K in Q3 2023.
  • 307 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.