OAJ
AOM icon

Ogorek Anthony Joseph’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Ogorek Anthony Joseph’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
-1,050
Closed -$37K – 155
2018
Q4 		$37K Hold
1,050
– – 0.03% 38
2018
Q3 		$39K Sell
1,050
-100
-9% -$3.77K 0.03% 37
2018
Q2 		$43K Hold
1,150
– – 0.03% 33
2018
Q1 		$43K Hold
1,150
– – 0.04% 32
2017
Q4 		$43K Hold
1,150
– – 0.04% 29
2017
Q3 		$43K Sell
1,150
-300
-21% -$11.3K 0.04% 27
2017
Q2 		$54K Hold
1,450
– – 0.05% 26
2017
Q1 		$52K Buy
1,450
+1,002
+224% +$36K 0.05% 26
2016
Q4 		$16K Hold
448
– – 0.01% 45
2016
Q3 		$16K Sell
448
-4,073
-90% -$146K 0.01% 45
2016
Q2 		$159K Sell
4,521
-59
-1% -$2.06K 0.14% 17
2016
Q1 		$159K Sell
4,580
-233
-5% -$7.84K 0.13% 18
2015
Q4 		$164K Sell
4,813
-103
-2% -$3.55K 0.14% 21
2015
Q3 		$166K Buy
4,916
+35
+0.7% +$1.21K 0.14% 19
2015
Q2 		$172K Buy
4,881
+844
+21% +$30.2K 0.13% 19
2015
Q1 		$144K Sell
4,037
-2,745
-40% -$97.1K 0.1% 19
2014
Q4 		$244K Buy
+6,782
New +$238K 0.18% 17

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
PSG
Planning Solutions Group Fulton, Maryland $194M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ogorek Anthony Joseph's AOM Position: Q1 2019 in Review

Ogorek Anthony Joseph sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2019, closing a stake of 1,050 shares — an estimated $37K sold.

Ogorek Anthony Joseph first reported a position in AOM in Q4 2014 and held it in 17 quarters. The position peaked at $244K in Q4 2014. 152 funds tracked by Wall St. Rank hold AOM as of Q1 2019.

  • Ogorek Anthony Joseph reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 1,050 iShares Core Moderate Allocation ETF shares in Q1 2019, an estimated $37K.
  • Ogorek Anthony Joseph first reported a position in iShares Core Moderate Allocation ETF in Q4 2014 and held it in 17 quarters.
  • Ogorek Anthony Joseph's iShares Core Moderate Allocation ETF position peaked at $244K in Q4 2014.
  • 152 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2019.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2019, filed 8 Apr 2019.