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Raleigh Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Raleigh Capital Management’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
2022
Q2 		– Sell
-74
Closed -$3K – 604
2022
Q1 		$3K Buy
+74
New +$3.22K ﹤0.01% 506

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AAS
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Cambridge Investment Research Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raleigh Capital Management's AOM Position: Q2 2022 in Review

Raleigh Capital Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 74 shares — an estimated $3K sold.

Raleigh Capital Management first reported a position in AOM in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

  • Raleigh Capital Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 74 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $3K.
  • Raleigh Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and held it in 1 quarter.
  • Raleigh Capital Management's iShares Core Moderate Allocation ETF position peaked at $3K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on Raleigh Capital Management's 13F filing for Q2 2022, filed 30 Aug 2022.