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

Lenox 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
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	631
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	646
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	636
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	618
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	588
2019 Q1	$2K	Buy	+40	New	+$2.07K	﹤0.01%	602

Other funds holding AOA

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PAA

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Lenox Wealth Management's AOA Position: Q2 2020 in Review

Lenox Wealth Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2020 at 40 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Lenox Wealth Management first reported a position in AOA in Q1 2019 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold AOA as of Q2 2020.

Lenox Wealth Management held 40 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2K as of Q2 2020.
Lenox Wealth Management left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2020.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #631 holding.
Lenox Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2019 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.