Meridian Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Meridian Wealth Management’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12,545	Closed	-$434K	–	495
2022 Q2	$434K	Buy	+12,545	New	+$447K	0.04%	380

Other funds holding AOK

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

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

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

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

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

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

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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Meridian Wealth Management's AOK Position: Q3 2022 in Review

Meridian Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2022, closing a stake of 12,545 shares — an estimated $434K sold.

Meridian Wealth Management first reported a position in AOK in Q2 2022 and held it in 1 quarter. The position peaked at $434K in Q2 2022. 152 funds tracked by Wall St. Rank hold AOK as of Q3 2022.

Meridian Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Management sold 12,545 iShares Core Conservative Allocation ETF shares in Q3 2022, an estimated $434K.
Meridian Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q2 2022 and held it in 1 quarter.
Meridian Wealth Management's iShares Core Conservative Allocation ETF position peaked at $434K in Q2 2022.
152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.