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Perigon Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Perigon Wealth Management’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
2021
Q1 		– Sell
-770
Closed -$30K – 510
2020
Q4 		$30K Buy
+770
New +$29.2K ﹤0.01% 899

Other funds holding AOK

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
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

Perigon Wealth Management's AOK Position: Q1 2021 in Review

Perigon Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2021, closing a stake of 770 shares — an estimated $30K sold.

Perigon Wealth Management first reported a position in AOK in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 146 funds tracked by Wall St. Rank hold AOK as of Q1 2021.

  • Perigon Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 770 iShares Core Conservative Allocation ETF shares in Q1 2021, an estimated $30K.
  • Perigon Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's iShares Core Conservative Allocation ETF position peaked at $30K in Q4 2020.
  • 146 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.