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Old Mission Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Old Mission Capital’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
2021
Q4 		– Sell
-62,033
Closed -$2.77M – 1024
2021
Q3 		$2.77M Buy
62,033
+3,980
+7% +$181K 0.11% 167
2021
Q2 		$2.62M Sell
58,053
-33,173
-36% -$1.48M 0.09% 189
2021
Q1 		$3.97M Buy
+91,226
New +$3.97M 0.22% 115

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Old Mission Capital's AOM Position: Q4 2021 in Review

Old Mission Capital sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2021, closing a stake of 62,033 shares — an estimated $2.77M sold.

Old Mission Capital first reported a position in AOM in Q1 2021 and held it in 3 quarters. The position peaked at $3.97M in Q1 2021. 252 funds tracked by Wall St. Rank hold AOM as of Q4 2021.

  • Old Mission Capital reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Old Mission Capital sold 62,033 iShares Core Moderate Allocation ETF shares in Q4 2021, an estimated $2.77M.
  • Old Mission Capital first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and held it in 3 quarters.
  • Old Mission Capital's iShares Core Moderate Allocation ETF position peaked at $3.97M in Q1 2021.
  • 252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2021.

Based on Old Mission Capital's 13F filing for Q4 2021, filed 10 Feb 2022.