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Hobart Private Capital’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Hobart Private Capital’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
2020
Q4 		– Sell
-5,639
Closed -$210K – 150
2020
Q3 		$210K Buy
+5,639
New +$210K 0.11% 135

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hobart Private Capital's AOK Position: Q4 2020 in Review

Hobart Private Capital sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2020, closing a stake of 5,639 shares — an estimated $210K sold.

Hobart Private Capital first reported a position in AOK in Q3 2020 and held it in 1 quarter. The position peaked at $210K in Q3 2020. 148 funds tracked by Wall St. Rank hold AOK as of Q4 2020.

  • Hobart Private Capital reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Hobart Private Capital sold 5,639 iShares Core Conservative Allocation ETF shares in Q4 2020, an estimated $210K.
  • Hobart Private Capital first reported a position in iShares Core Conservative Allocation ETF in Q3 2020 and held it in 1 quarter.
  • Hobart Private Capital's iShares Core Conservative Allocation ETF position peaked at $210K in Q3 2020.
  • 148 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2020.

Based on Hobart Private Capital's 13F filing for Q4 2020, filed 11 Mar 2024.