Lake Point Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$18K	Sell	457 -260	-36%	-$10.5K	0.01%	120
2022 Q1	$31K	Buy	717 +113	+19%	+$4.92K	0.01%	87
2021 Q4	$27K	Buy	604 +80	+15%	+$3.63K	0.01%	100
2021 Q3	$23K	Buy	524 +133	+34%	+$6.03K	0.01%	97
2021 Q2	$18K	Buy	+391	New	+$17.4K	0.01%	126
2020 Q1	$7K	Hold	198	–	–	0.01%	132
2019 Q4	$8K	Buy	+198	New	+$7.84K	﹤0.01%	293
2019 Q2	$8K	Hold	195	–	–	﹤0.01%	359
2019 Q1	$8K	Sell	195 -423	-68%	-$15.7K	﹤0.01%	359
2018 Q4	$22K	Buy	+618	New	+$22.5K	0.01%	336

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lake Point Wealth Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 36% in Q2 2022, selling an estimated $10.5K and leaving 457 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #120.

Lake Point Wealth Management first reported a position in AOM in Q4 2018 and has held it in 10 quarters since. The position peaked at $31K in Q1 2022. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

Lake Point Wealth Management held 457 shares of iShares Core Moderate Allocation ETF worth $18K as of Q2 2022.
Lake Point Wealth Management sold 260 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $10.5K.
iShares Core Moderate Allocation ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #120 holding.
Lake Point Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares Core Moderate Allocation ETF position peaked at $31K in Q1 2022.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

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