Lake Point Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$8K	Hold	135	–	–	﹤0.01%	166
2022 Q1	$9K	Sell	135 -220	-62%	-$15.2K	﹤0.01%	170
2021 Q4	$26K	Buy	355 +82	+30%	+$5.91K	0.01%	102
2021 Q3	$19K	Buy	273 +14	+5%	+$997	0.01%	109
2021 Q2	$18K	Buy	+259	New	+$18K	0.01%	125
2020 Q1	$10K	Hold	205	–	–	0.01%	106
2019 Q4	$12K	Buy	+205	New	+$11.6K	﹤0.01%	250
2019 Q2	$23K	Hold	411	–	–	0.01%	221
2019 Q1	$23K	Buy	411 +1	+0.2%	+$52	0.01%	221
2018 Q4	$20K	Buy	+410	New	+$21K	0.01%	347

Other funds holding AOA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lake Point Wealth Management's AOA Position: Q2 2022 in Review

Lake Point Wealth Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2022 at 135 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Lake Point Wealth Management first reported a position in AOA in Q4 2018 and has held it in 10 quarters since. The position peaked at $26K in Q4 2021. 248 funds tracked by Wall St. Rank hold AOA as of Q2 2022.

Lake Point Wealth Management held 135 shares of iShares Core 80/20 Aggressive Allocation ETF worth $8K as of Q2 2022.
Lake Point Wealth Management left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2022.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #166 holding.
Lake Point Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $26K in Q4 2021.
248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.