RSWM
AOK icon

Robertson Stephens Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Robertson Stephens Wealth Management’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
2023
Q2 		– Sell
-6,949
Closed -$243K – 419
2023
Q1 		$243K Buy
+6,949
New +$240K 0.02% 395

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robertson Stephens Wealth Management's AOK Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2023, closing a stake of 6,949 shares — an estimated $243K sold.

Robertson Stephens Wealth Management first reported a position in AOK in Q1 2023 and held it in 1 quarter. The position peaked at $243K in Q1 2023. 149 funds tracked by Wall St. Rank hold AOK as of Q2 2023.

  • Robertson Stephens Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 6,949 iShares Core Conservative Allocation ETF shares in Q2 2023, an estimated $243K.
  • Robertson Stephens Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q1 2023 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's iShares Core Conservative Allocation ETF position peaked at $243K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.