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Okabena Investment Services’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Okabena Investment Services’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$12.7K – 159
2023
Q1 		$12.7K Hold
200
– – 0.01% 89
2022
Q4 		$11.9K Buy
+200
New +$11.8K 0.01% 135

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Okabena Investment Services's AOA Position: Q2 2023 in Review

Okabena Investment Services sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2023, closing a stake of 200 shares — an estimated $12.7K sold.

Okabena Investment Services first reported a position in AOA in Q4 2022 and held it in 2 quarters. The position peaked at $12.7K in Q1 2023. 261 funds tracked by Wall St. Rank hold AOA as of Q2 2023.

  • Okabena Investment Services reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 200 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2023, an estimated $12.7K.
  • Okabena Investment Services first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's iShares Core 80/20 Aggressive Allocation ETF position peaked at $12.7K in Q1 2023.
  • 261 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.