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Highline Wealth Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Highline Wealth Partners’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
2024
Q4 		– Sell
-43
Closed -$3.39K – 607
2024
Q3 		$3.39K Buy
+43
New +$3.27K ﹤0.01% 394

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Highline Wealth Partners's AOA Position: Q4 2024 in Review

Highline Wealth Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2024, closing a stake of 43 shares — an estimated $3.39K sold.

Highline Wealth Partners first reported a position in AOA in Q3 2024 and held it in 1 quarter. The position peaked at $3.39K in Q3 2024. 345 funds tracked by Wall St. Rank hold AOA as of Q4 2024.

  • Highline Wealth Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Highline Wealth Partners sold 43 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2024, an estimated $3.39K.
  • Highline Wealth Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2024 and held it in 1 quarter.
  • Highline Wealth Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $3.39K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2024.

Based on Highline Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.