Peak Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Peak Asset Management’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
2021 Q1	–	Sell	-6,489	Closed	-$280K	–	153
2020 Q4	$280K	Buy	+6,489	New	+$273K	0.07%	120
2020 Q3	–	Sell	-5,575	Closed	-$222K	–	142
2020 Q2	$222K	Sell	5,575 -60	-1%	-$2.31K	0.07%	113
2020 Q1	$207K	Buy	+5,635	New	+$221K	0.08%	103

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Peak Asset Management's AOM Position: Q1 2021 in Review

Peak Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 6,489 shares — an estimated $280K sold.

Peak Asset Management first reported a position in AOM in Q1 2020 and held it in 3 quarters. The position peaked at $280K in Q4 2020. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

Peak Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
Peak Asset Management sold 6,489 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $280K.
Peak Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2020 and held it in 3 quarters.
Peak Asset Management's iShares Core Moderate Allocation ETF position peaked at $280K in Q4 2020.
221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

Based on Peak Asset Management's 13F filing for Q1 2021, filed 13 May 2021.