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Paragon Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Paragon Advisors’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
2022
Q2 		– Sell
-10,898
Closed -$751K – 62
2022
Q1 		$751K Buy
+10,898
New +$754K 0.31% 59

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Paragon Advisors's AOA Position: Q2 2022 in Review

Paragon Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2022, closing a stake of 10,898 shares — an estimated $751K sold.

Paragon Advisors first reported a position in AOA in Q1 2022 and held it in 1 quarter. The position peaked at $751K in Q1 2022. 248 funds tracked by Wall St. Rank hold AOA as of Q2 2022.

  • Paragon Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Paragon Advisors sold 10,898 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2022, an estimated $751K.
  • Paragon Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and held it in 1 quarter.
  • Paragon Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $751K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2022.

Based on Paragon Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.