MIC
AOA icon

Means Investment Company’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Means Investment Company’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
2024
Q1 		– Sell
-3,594
Closed -$248K – 199
2023
Q4 		$248K Sell
3,594
-1,015
-22% -$66.1K 0.04% 179
2023
Q3 		$293K Sell
4,609
-714
-13% -$46.9K 0.05% 162
2023
Q2 		$353K Sell
5,323
-1,973
-27% -$127K 0.06% 146
2023
Q1 		$464K Sell
7,296
-1,303
-15% -$81.4K 0.08% 125
2022
Q4 		$514K Sell
8,599
-29
-0.3% -$1.72K 0.1% 114
2022
Q3 		$478K Sell
8,628
-105
-1% -$6.38K 0.1% 112
2022
Q2 		$523K Sell
8,733
-65
-0.7% -$4.14K 0.11% 109
2022
Q1 		$607K Sell
8,798
-146
-2% -$10.1K 0.11% 101
2021
Q4 		$651K Sell
8,944
-460
-5% -$33.2K 0.12% 101
2021
Q3 		$656K Hold
9,404
– – 0.13% 98
2021
Q2 		$664K Sell
9,404
-46
-0.5% -$3.2K 0.13% 95
2021
Q1 		$633K Sell
9,450
-12
-0.1% -$793 0.14% 93
2020
Q4 		$634K Buy
9,462
+24
+0.3% +$1.47K 0.14% 89
2020
Q3 		$568K Sell
9,438
-24
-0.3% -$1.38K 0.16% 82
2020
Q2 		$548K Buy
9,462
+50
+0.5% +$2.6K 0.17% 77
2020
Q1 		$469K Buy
9,412
+14
+0.1% +$767 0.18% 77
2019
Q4 		$556K Buy
9,398
+69
+0.7% +$3.89K 0.19% 76
2019
Q3 		$528K Sell
9,329
-400
-4% -$21.8K 0.2% 82
2019
Q2 		$534K Buy
9,729
+122
+1% +$6.59K 0.22% 82
2019
Q1 		$514K Sell
9,607
-2,423
-20% -$126K 0.23% 80
2018
Q4 		$584K Buy
+12,030
New +$615K 0.32% 72

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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 $43.3B AUM 29.3% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Means Investment Company's AOA Position: Q1 2024 in Review

Means Investment Company sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2024, closing a stake of 3,594 shares — an estimated $248K sold.

Means Investment Company first reported a position in AOA in Q4 2018 and held it in 21 quarters. The position peaked at $664K in Q2 2021. 304 funds tracked by Wall St. Rank hold AOA as of Q1 2024.

  • Means Investment Company reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Means Investment Company sold 3,594 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2024, an estimated $248K.
  • Means Investment Company first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and held it in 21 quarters.
  • Means Investment Company's iShares Core 80/20 Aggressive Allocation ETF position peaked at $664K in Q2 2021.
  • 304 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2024.

Based on Means Investment Company's 13F filing for Q1 2024, filed 17 Apr 2024.