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Private Vista’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Private Vista’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
2019
Q1 		– Sell
-14,908
Closed -$532K – 153
2018
Q4 		$532K Buy
+14,908
New +$544K 0.12% 80

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
PSG
Planning Solutions Group Fulton, Maryland $194M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Vista's AOM Position: Q1 2019 in Review

Private Vista sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2019, closing a stake of 14,908 shares — an estimated $532K sold.

Private Vista first reported a position in AOM in Q4 2018 and held it in 1 quarter. The position peaked at $532K in Q4 2018. 152 funds tracked by Wall St. Rank hold AOM as of Q1 2019.

  • Private Vista reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • Private Vista sold 14,908 iShares Core Moderate Allocation ETF shares in Q1 2019, an estimated $532K.
  • Private Vista first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 1 quarter.
  • Private Vista's iShares Core Moderate Allocation ETF position peaked at $532K in Q4 2018.
  • 152 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2019.

Based on Private Vista's 13F filing for Q1 2019, filed 8 May 2019.