Robertson Stephens Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Robertson Stephens Wealth 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	-5,750	Closed	-$247K	–	375
2022 Q1	$247K	Sell	5,750 -1,000	-15%	-$43.6K	0.02%	347
2021 Q4	$306K	Hold	6,750	–	–	0.03%	315
2021 Q3	$302K	Hold	6,750	–	–	0.03%	258
2021 Q2	$304K	Hold	6,750	–	–	0.04%	262
2021 Q1	$293K	Sell	6,750 -18,217	-73%	-$793K	0.05%	236
2020 Q4	$1.08M	Buy	+24,967	New	+$1.05M	0.23%	83

Other funds holding AOM

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

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

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

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

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

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Robertson Stephens Wealth Management's AOM Position: Q2 2022 in Review

Robertson Stephens Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 5,750 shares — an estimated $247K sold.

Robertson Stephens Wealth Management first reported a position in AOM in Q4 2020 and held it in 6 quarters. The position peaked at $1.08M in Q4 2020. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

Robertson Stephens Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 5,750 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $247K.
Robertson Stephens Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 6 quarters.
Robertson Stephens Wealth Management's iShares Core Moderate Allocation ETF position peaked at $1.08M in Q4 2020.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.