Oppenheimer & Co’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Oppenheimer & Co’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
2022 Q3	–	Sell	-28,869	Closed	-$1.13M	–	1367
2022 Q2	$1.13M	Buy	+28,869	New	+$1.17M	0.02%	643
2022 Q1	–	Sell	-14,775	Closed	-$672K	–	1473
2021 Q4	$672K	Buy	+14,775	New	+$670K	0.01%	927

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oppenheimer & Co's AOM Position: Q3 2022 in Review

Oppenheimer & Co sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2022, closing a stake of 28,869 shares — an estimated $1.13M sold.

Oppenheimer & Co first reported a position in AOM in Q4 2021 and held it in 2 quarters. The position peaked at $1.13M in Q2 2022. 222 funds tracked by Wall St. Rank hold AOM as of Q3 2022.

Oppenheimer & Co reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2022 after selling out during the quarter.
Oppenheimer & Co sold 28,869 iShares Core Moderate Allocation ETF shares in Q3 2022, an estimated $1.13M.
Oppenheimer & Co first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 2 quarters.
Oppenheimer & Co's iShares Core Moderate Allocation ETF position peaked at $1.13M in Q2 2022.
222 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2022.

Based on Oppenheimer & Co's 13F filing for Q3 2022, filed 14 Nov 2022.