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New England Investment & Retirement Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History

New England Investment & Retirement Group’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
2020
Q2 		– Sell
-731
Closed -$25K – 76
2020
Q1 		$25K Buy
+731
New +$26.1K 0.01% 109

Other funds holding AOK

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

New England Investment & Retirement Group's AOK Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2020, closing a stake of 731 shares — an estimated $25K sold.

New England Investment & Retirement Group first reported a position in AOK in Q1 2020 and held it in 1 quarter. The position peaked at $25K in Q1 2020. 118 funds tracked by Wall St. Rank hold AOK as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 731 iShares Core Conservative Allocation ETF shares in Q2 2020, an estimated $25K.
  • New England Investment & Retirement Group first reported a position in iShares Core Conservative Allocation ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's iShares Core Conservative Allocation ETF position peaked at $25K in Q1 2020.
  • 118 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.