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Highline Wealth Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Highline Wealth 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
2024
Q1 		– Sell
-502
Closed -$20.8K – 429
2023
Q4 		$20.8K Hold
502
– – 0.01% 158
2023
Q3 		$19.5K Buy
+502
New +$20.1K 0.01% 141

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Highline Wealth Partners's AOM Position: Q1 2024 in Review

Highline Wealth Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 502 shares — an estimated $20.8K sold.

Highline Wealth Partners first reported a position in AOM in Q3 2023 and held it in 2 quarters. The position peaked at $20.8K in Q4 2023. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

  • Highline Wealth Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Highline Wealth Partners sold 502 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $20.8K.
  • Highline Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and held it in 2 quarters.
  • Highline Wealth Partners's iShares Core Moderate Allocation ETF position peaked at $20.8K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on Highline Wealth Partners's 13F filing for Q1 2024, filed 28 Oct 2024.