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NewDay Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History

NewDay Solutions’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
Q2 		– Sell
-8,552
Closed -$325K – 17
2020
Q1 		$325K Sell
8,552
-6,137
-42% -$240K 1.36% 23
2019
Q4 		$589K Sell
14,689
-8,240
-36% -$326K 0.57% 32
2019
Q3 		$898K Buy
22,929
+149
+0.7% +$5.8K 0.64% 30
2019
Q2 		$894K Buy
+22,780
New +$872K 0.65% 31
2018
Q4 		$1.17M Buy
+32,643
New +$1.19M 1.08% 26

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

NewDay Solutions's AOM Position: Q2 2020 in Review

NewDay Solutions sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2020, closing a stake of 8,552 shares — an estimated $325K sold.

NewDay Solutions first reported a position in AOM in Q4 2018 and held it in 5 quarters. The position peaked at $1.17M in Q4 2018. 179 funds tracked by Wall St. Rank hold AOM as of Q2 2020.

  • NewDay Solutions reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • NewDay Solutions sold 8,552 iShares Core Moderate Allocation ETF shares in Q2 2020, an estimated $325K.
  • NewDay Solutions first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 5 quarters.
  • NewDay Solutions's iShares Core Moderate Allocation ETF position peaked at $1.17M in Q4 2018.
  • 179 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2020.

Based on NewDay Solutions's 13F filing for Q2 2020, filed 14 Aug 2020.