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Nachman Norwood & Parrott’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-325
Closed -$13K – 306
2020
Q3 		$13K Buy
+325
New +$13.3K ﹤0.01% 697

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nachman Norwood & Parrott's AOM Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2020, closing a stake of 325 shares — an estimated $13K sold.

Nachman Norwood & Parrott first reported a position in AOM in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 227 funds tracked by Wall St. Rank hold AOM as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 325 iShares Core Moderate Allocation ETF shares in Q4 2020, an estimated $13K.
  • Nachman Norwood & Parrott first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Core Moderate Allocation ETF position peaked at $13K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.