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Pinnacle Wealth Planning Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Pinnacle Wealth Planning Services’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
-23
Closed -$1K – 431
2020
Q4 		$1K Buy
+23
New +$873 ﹤0.01% 2048

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

Pinnacle Wealth Planning Services's AOK Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2021, closing a stake of 23 shares — an estimated $1K sold.

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

  • Pinnacle Wealth Planning Services reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 23 iShares Core Conservative Allocation ETF shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in iShares Core Conservative Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's iShares Core Conservative Allocation ETF position peaked at $1K in Q4 2020.
  • 146 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.