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Private Ocean’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Private Ocean’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
Q2 		– Sell
-213
Closed -$7K – 480
2020
Q1 		$7K Buy
+213
New +$7.59K ﹤0.01% 415

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Ocean's AOK Position: Q2 2020 in Review

Private Ocean sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2020, closing a stake of 213 shares — an estimated $7K sold.

Private Ocean first reported a position in AOK in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 118 funds tracked by Wall St. Rank hold AOK as of Q2 2020.

  • Private Ocean reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • Private Ocean sold 213 iShares Core Conservative Allocation ETF shares in Q2 2020, an estimated $7K.
  • Private Ocean first reported a position in iShares Core Conservative Allocation ETF in Q1 2020 and held it in 1 quarter.
  • Private Ocean's iShares Core Conservative Allocation ETF position peaked at $7K in Q1 2020.
  • 118 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2020.

Based on Private Ocean's 13F filing for Q2 2020, filed 24 Jul 2020.