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Rockbridge Investment Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Rockbridge Investment 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
2020
Q4 		– Sell
-161
Closed -$6K – 682
2020
Q3 		$6K Buy
+161
New +$5.99K ﹤0.01% 508

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockbridge Investment Management's AOK Position: Q4 2020 in Review

Rockbridge Investment Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2020, closing a stake of 161 shares — an estimated $6K sold.

Rockbridge Investment Management first reported a position in AOK in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 148 funds tracked by Wall St. Rank hold AOK as of Q4 2020.

  • Rockbridge Investment Management reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 161 iShares Core Conservative Allocation ETF shares in Q4 2020, an estimated $6K.
  • Rockbridge Investment Management first reported a position in iShares Core Conservative Allocation ETF in Q3 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's iShares Core Conservative Allocation ETF position peaked at $6K in Q3 2020.
  • 148 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2020.

Based on Rockbridge Investment Management's 13F filing for Q4 2020, filed 4 Mar 2021.