PWPS
AOM icon

Pinnacle Wealth Planning Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Pinnacle Wealth Planning Services’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
-526
Closed -$23K – 432
2020
Q4 		$23K Buy
+526
New +$22.1K 0.01% 1098

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 526 shares — an estimated $23K sold.

Pinnacle Wealth Planning Services first reported a position in AOM in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 526 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $23K.
  • Pinnacle Wealth Planning Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's iShares Core Moderate Allocation ETF position peaked at $23K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

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