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Interchange Capital Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Interchange Capital 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
2021
Q1 		– Sell
-677
Closed -$29K – 269
2020
Q4 		$29K Buy
+677
New +$28.5K 0.02% 523

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Bank of America
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Morgan Stanley
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Interchange Capital Partners's AOM Position: Q1 2021 in Review

Interchange Capital Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 677 shares — an estimated $29K sold.

Interchange Capital Partners first reported a position in AOM in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

  • Interchange Capital Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 677 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $29K.
  • Interchange Capital Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's iShares Core Moderate Allocation ETF position peaked at $29K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.