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Orion Portfolio Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-165
Closed -$9K – 520
2020
Q2 		$9K Sell
165
-228
-58% -$11.9K ﹤0.01% 1235
2020
Q1 		$19K Buy
+393
New +$21.5K ﹤0.01% 841

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's AOA Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2020, closing a stake of 165 shares — an estimated $9K sold.

Orion Portfolio Solutions first reported a position in AOA in Q1 2020 and held it in 2 quarters. The position peaked at $19K in Q1 2020. 177 funds tracked by Wall St. Rank hold AOA as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 165 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2020, an estimated $9K.
  • Orion Portfolio Solutions first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares Core 80/20 Aggressive Allocation ETF position peaked at $19K in Q1 2020.
  • 177 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.