Meridian Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Meridian Wealth Advisors’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
2019 Q1	–	Sell	-770	Closed	-$27K	–	142
2018 Q4	$27K	Buy	+770	New	+$28.1K	0.02%	323

Other funds holding AOM

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

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

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

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

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

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

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

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

PSG

Planning Solutions Group Fulton, Maryland $194M AUM

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

Meridian Wealth Advisors's AOM Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2019, closing a stake of 770 shares — an estimated $27K sold.

Meridian Wealth Advisors first reported a position in AOM in Q4 2018 and held it in 1 quarter. The position peaked at $27K in Q4 2018. 152 funds tracked by Wall St. Rank hold AOM as of Q1 2019.

Meridian Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2019 after selling out during the quarter.
Meridian Wealth Advisors sold 770 iShares Core Moderate Allocation ETF shares in Q1 2019, an estimated $27K.
Meridian Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 1 quarter.
Meridian Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $27K in Q4 2018.
152 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.