Patriot Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Patriot Wealth Management’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
2018 Q4	$1.39M	Sell	28,547 -2,170	-7%	-$111K	0.2%	62
2018 Q3	$1.68M	Buy	30,717 +389	+1%	+$21.1K	0.21%	63
2018 Q2	$1.62M	Sell	30,328 -943	-3%	-$50.8K	0.22%	62
2018 Q1	$1.67M	Buy	31,271 +504	+2%	+$27.5K	0.24%	67
2017 Q4	$1.66M	Buy	30,767 +791	+3%	+$43.2K	0.23%	70
2017 Q3	$1.61M	Buy	29,976 +1,063	+4%	+$55.8K	0.26%	65
2017 Q2	$1.5M	Buy	28,913 +857	+3%	+$43.7K	0.25%	66
2017 Q1	$1.4M	Sell	28,056 -1,322	-4%	-$64.7K	0.22%	63
2016 Q4	$1.39M	Buy	29,378 +433	+1%	+$20.3K	0.26%	58
2016 Q3	$1.37M	Buy	28,945 +3,016	+12%	+$142K	0.27%	61
2016 Q2	$1.19M	Buy	25,929 +791	+3%	+$36K	0.23%	62
2016 Q1	$1.14M	Sell	25,138 -7,547	-23%	-$326K	0.23%	62
2015 Q4	$1.47M	Buy	32,685 +1,080	+3%	+$49.2K	0.3%	62
2015 Q3	$1.38M	Buy	31,605 +1,992	+7%	+$91.3K	0.32%	59
2015 Q2	$1.41M	Buy	29,613 +1,461	+5%	+$70.6K	0.31%	56
2015 Q1	$1.34M	Buy	28,152 +2,699	+11%	+$127K	0.3%	57
2014 Q4	$1.18M	Buy	25,453 +108	+0.4%	+$4.96K	0.28%	56
2014 Q3	$1.16M	Buy	25,345 +1,260	+5%	+$58.7K	0.29%	57
2014 Q2	$1.14M	Buy	24,085 +1,627	+7%	+$74.7K	0.29%	55
2014 Q1	$1.02M	Buy	22,458 +2,541	+13%	+$113K	0.27%	54
2013 Q4	$888K	Buy	19,917 +3,155	+19%	+$137K	0.24%	54
2013 Q3	$704K	Buy	16,762 +304	+2%	+$12.6K	0.21%	54
2013 Q2	$658K	Buy	+16,458	New	+$664K	0.21%	51

Other funds holding AOA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Patriot Wealth Management's AOA Position: Q4 2018 in Review

Patriot Wealth Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7.1% in Q4 2018, selling an estimated $111K and leaving 28,547 shares worth $1.39M. The position accounts for 0.2% of the portfolio, ranked #62.

Patriot Wealth Management first reported a position in AOA in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.68M in Q3 2018. 150 funds tracked by Wall St. Rank hold AOA as of Q4 2018.

Patriot Wealth Management held 28,547 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.39M as of Q4 2018.
Patriot Wealth Management sold 2,170 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2018, an estimated $111K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.2% of Patriot Wealth Management's portfolio in Q4 2018, its #62 holding.
Patriot Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2013 and has held it in 23 quarters since.
Patriot Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.68M in Q3 2018.
150 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.