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Patriot Financial Group Insurance Agency’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-215
Closed -$13K – 474
2022
Q2 		$13K Hold
215
– – ﹤0.01% 1147
2022
Q1 		$15K Hold
215
– – ﹤0.01% 1195
2021
Q4 		$16K Hold
215
– – ﹤0.01% 1300
2021
Q3 		$15K Hold
215
– – ﹤0.01% 1317
2021
Q2 		$15K Hold
215
– – ﹤0.01% 1286
2021
Q1 		$14K Hold
215
– – ﹤0.01% 1229
2020
Q4 		$14K Hold
215
– – ﹤0.01% 1093
2020
Q3 		$12K Hold
215
– – ﹤0.01% 963
2020
Q2 		$12K Buy
215
+50
+30% +$2.6K ﹤0.01% 895
2020
Q1 		$8K Sell
165
-620
-79% -$33.9K ﹤0.01% 904
2019
Q4 		$46K Buy
785
+506
+181% +$28.5K 0.02% 492
2019
Q3 		$15K Buy
279
+1
+0.4% +$54 0.01% 709
2019
Q2 		$15K Buy
278
+1
+0.4% +$54 0.01% 715
2019
Q1 		$15K Buy
277
+1
+0.4% +$52 0.01% 614
2018
Q4 		$13K Sell
276
-1,141
-81% -$58.3K 0.01% 555
2018
Q3 		$77K Buy
1,417
+1,252
+759% +$67.8K 0.05% 235
2018
Q2 		$9K Sell
165
-647
-80% -$34.8K 0.01% 405
2018
Q1 		$43K Hold
812
– – 0.03% 337
2017
Q4 		$44K Buy
812
+5
+0.6% +$273 0.03% 318
2017
Q3 		$43K Buy
807
+5
+0.6% +$263 0.04% 277
2017
Q2 		$41K Buy
802
+167
+26% +$8.52K 0.04% 267
2017
Q1 		$32K Sell
635
-202
-24% -$9.88K 0.03% 286
2016
Q4 		$40K Buy
+837
New +$39.3K 0.05% 251

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AOA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2022, closing a stake of 215 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in AOA in Q4 2016 and held it in 23 quarters. The position peaked at $77K in Q3 2018. 234 funds tracked by Wall St. Rank hold AOA as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 215 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2022, an estimated $13K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's iShares Core 80/20 Aggressive Allocation ETF position peaked at $77K in Q3 2018.
  • 234 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.