Richard P. Slaughter Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Richard P. Slaughter Associates’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
2023 Q2	–	Sell	-13,578	Closed	-$541K	–	127
2023 Q1	$541K	Sell	13,578 -5,143	-27%	-$202K	0.18%	101
2022 Q4	$712K	Sell	18,721 -4,039	-18%	-$153K	0.22%	98
2022 Q3	$833K	Buy	+22,760	New	+$891K	0.35%	90

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Richard P. Slaughter Associates's AOM Position: Q2 2023 in Review

Richard P. Slaughter Associates sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2023, closing a stake of 13,578 shares — an estimated $541K sold.

Richard P. Slaughter Associates first reported a position in AOM in Q3 2022 and held it in 3 quarters. The position peaked at $833K in Q3 2022. 218 funds tracked by Wall St. Rank hold AOM as of Q2 2023.

Richard P. Slaughter Associates reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2023 after selling out during the quarter.
Richard P. Slaughter Associates sold 13,578 iShares Core Moderate Allocation ETF shares in Q2 2023, an estimated $541K.
Richard P. Slaughter Associates first reported a position in iShares Core Moderate Allocation ETF in Q3 2022 and held it in 3 quarters.
Richard P. Slaughter Associates's iShares Core Moderate Allocation ETF position peaked at $833K in Q3 2022.
218 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2023.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2023, filed 7 Jul 2023.