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Retirement Planning Company of New England’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-346
Closed -$13K – 253
2021
Q4 		$13K Buy
+346
New +$13.8K 0.01% 597

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Retirement Planning Company of New England's AOK Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2022, closing a stake of 346 shares — an estimated $13K sold.

Retirement Planning Company of New England first reported a position in AOK in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 166 funds tracked by Wall St. Rank hold AOK as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 346 iShares Core Conservative Allocation ETF shares in Q1 2022, an estimated $13K.
  • Retirement Planning Company of New England first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares Core Conservative Allocation ETF position peaked at $13K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.