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Parametric Portfolio Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Parametric Portfolio Associates’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
Q1 		$7.57M Sell
176,253
-92,126
-34% -$4.01M ﹤0.01% 1559
2021
Q4 		$12.2M Buy
268,379
+253,778
+1,738% +$11.5M 0.01% 1258
2021
Q3 		$653K Buy
+14,601
New +$662K ﹤0.01% 2980
2021
Q2 		– Sell
-42,440
Closed -$1.85M – 3560
2021
Q1 		$1.85M Buy
+42,440
New +$1.85M ﹤0.01% 2824

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Parametric Portfolio Associates's AOM Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its iShares Core Moderate Allocation ETF (AOM) stake by 34% in Q1 2022, selling an estimated $4.01M and leaving 176,253 shares worth $7.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Parametric Portfolio Associates first reported a position in AOM in Q1 2021 and has held it in 4 quarters since. The position peaked at $12.2M in Q4 2021. 252 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

  • Parametric Portfolio Associates held 176,253 shares of iShares Core Moderate Allocation ETF worth $7.57M as of Q1 2022.
  • Parametric Portfolio Associates sold 92,126 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $4.01M.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1559 holding.
  • Parametric Portfolio Associates first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and has held it in 4 quarters since.
  • Parametric Portfolio Associates's iShares Core Moderate Allocation ETF position peaked at $12.2M in Q4 2021.
  • 252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.