Lake Street Private Wealth’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
Other funds holding AOA
RJA
WC
MFIM
Lake Street Private Wealth's AOA Position: Q4 2023 in Review
Lake Street Private Wealth sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2023, closing a stake of 3,440 shares — an estimated $219K sold.
Lake Street Private Wealth first reported a position in AOA in Q3 2023 and held it in 1 quarter. The position peaked at $219K in Q3 2023. 307 funds tracked by Wall St. Rank hold AOA as of Q4 2023.
- Lake Street Private Wealth reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2023 after selling out during the quarter.
- Lake Street Private Wealth sold 3,440 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2023, an estimated $219K.
- Lake Street Private Wealth first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and held it in 1 quarter.
- Lake Street Private Wealth's iShares Core 80/20 Aggressive Allocation ETF position peaked at $219K in Q3 2023.
- 307 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2023.
Based on Lake Street Private Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.