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Parallel Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Parallel Advisors’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-601
Closed -$21.7K – 3302
2023
Q4 		$21.7K Hold
601
– – ﹤0.01% 1886
2023
Q3 		$20.4K Hold
601
– – ﹤0.01% 1825
2023
Q2 		$21.2K Hold
601
– – ﹤0.01% 1817
2023
Q1 		$21K Buy
+601
New +$20.8K ﹤0.01% 1807

Other funds holding AOK

ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Parallel Advisors's AOK Position: Q1 2024 in Review

Parallel Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2024, closing a stake of 601 shares — an estimated $21.7K sold.

Parallel Advisors first reported a position in AOK in Q1 2023 and held it in 4 quarters. The position peaked at $21.7K in Q4 2023. 156 funds tracked by Wall St. Rank hold AOK as of Q1 2024.

  • Parallel Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Parallel Advisors sold 601 iShares Core Conservative Allocation ETF shares in Q1 2024, an estimated $21.7K.
  • Parallel Advisors first reported a position in iShares Core Conservative Allocation ETF in Q1 2023 and held it in 4 quarters.
  • Parallel Advisors's iShares Core Conservative Allocation ETF position peaked at $21.7K in Q4 2023.
  • 156 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2024.

Based on Parallel Advisors's 13F filing for Q1 2024, filed 6 May 2024.