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Personal Wealth Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-528
Closed -$19K – 92
2019
Q4 		$19K Sell
528
-362
-41% -$13K 0.01% 197
2019
Q3 		$32K Buy
+890
New +$31.5K 0.01% 169

Other funds holding AOK

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Personal Wealth Partners's AOK Position: Q1 2020 in Review

Personal Wealth Partners sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2020, closing a stake of 528 shares — an estimated $19K sold.

Personal Wealth Partners first reported a position in AOK in Q3 2019 and held it in 2 quarters. The position peaked at $32K in Q3 2019. 111 funds tracked by Wall St. Rank hold AOK as of Q1 2020.

  • Personal Wealth Partners reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 528 iShares Core Conservative Allocation ETF shares in Q1 2020, an estimated $19K.
  • Personal Wealth Partners first reported a position in iShares Core Conservative Allocation ETF in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's iShares Core Conservative Allocation ETF position peaked at $32K in Q3 2019.
  • 111 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.