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Hobart Private Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Hobart Private Capital’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
2021
Q3 		– Sell
-11,419
Closed -$514K – 92
2021
Q2 		$514K Sell
11,419
-328
-3% -$14.6K 0.21% 78
2021
Q1 		$512K Buy
11,747
+4,702
+67% +$205K 0.21% 85
2020
Q4 		$304K Buy
7,045
+1,733
+33% +$73K 0.13% 119
2020
Q3 		$218K Buy
+5,312
New +$218K 0.11% 133

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hobart Private Capital's AOM Position: Q3 2021 in Review

Hobart Private Capital sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2021, closing a stake of 11,419 shares — an estimated $514K sold.

Hobart Private Capital first reported a position in AOM in Q3 2020 and held it in 4 quarters. The position peaked at $514K in Q2 2021. 232 funds tracked by Wall St. Rank hold AOM as of Q3 2021.

  • Hobart Private Capital reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Hobart Private Capital sold 11,419 iShares Core Moderate Allocation ETF shares in Q3 2021, an estimated $514K.
  • Hobart Private Capital first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and held it in 4 quarters.
  • Hobart Private Capital's iShares Core Moderate Allocation ETF position peaked at $514K in Q2 2021.
  • 232 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2021.

Based on Hobart Private Capital's 13F filing for Q3 2021, filed 11 Mar 2024.