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Heritage Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Heritage Wealth Advisors’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
Q3 		– Sell
-1,519
Closed -$53K – 537
2022
Q2 		$53K Buy
+1,519
New +$54.1K ﹤0.01% 322

Other funds holding AOK

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
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
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Heritage Wealth Advisors's AOK Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2022, closing a stake of 1,519 shares — an estimated $53K sold.

Heritage Wealth Advisors first reported a position in AOK in Q2 2022 and held it in 1 quarter. The position peaked at $53K in Q2 2022. 152 funds tracked by Wall St. Rank hold AOK as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,519 iShares Core Conservative Allocation ETF shares in Q3 2022, an estimated $53K.
  • Heritage Wealth Advisors first reported a position in iShares Core Conservative Allocation ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Advisors's iShares Core Conservative Allocation ETF position peaked at $53K in Q2 2022.
  • 152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.