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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
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return