Rockefeller Capital Management
AOK icon

Rockefeller Capital Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Rockefeller Capital 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
2022
Q4 		– Sell
-3,581
Closed -$116K – 3834
2022
Q3 		$116K Buy
+3,581
New +$124K ﹤0.01% 1912

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Rockefeller Capital Management's AOK Position: Q4 2022 in Review

Rockefeller Capital Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2022, closing a stake of 3,581 shares — an estimated $116K sold.

Rockefeller Capital Management first reported a position in AOK in Q3 2022 and held it in 1 quarter. The position peaked at $116K in Q3 2022. 164 funds tracked by Wall St. Rank hold AOK as of Q4 2022.

  • Rockefeller Capital Management reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 3,581 iShares Core Conservative Allocation ETF shares in Q4 2022, an estimated $116K.
  • Rockefeller Capital Management first reported a position in iShares Core Conservative Allocation ETF in Q3 2022 and held it in 1 quarter.
  • Rockefeller Capital Management's iShares Core Conservative Allocation ETF position peaked at $116K in Q3 2022.
  • 164 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2022.

Based on Rockefeller Capital Management's 13F filing for Q4 2022, filed 6 Mar 2023.