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Romano Brothers & Co’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Romano Brothers & Co’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-342
Closed -$20.4K – 329
2022
Q4 		$20.4K Buy
+342
New +$20.2K ﹤0.01% 613

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Romano Brothers & Co's AOA Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2023, closing a stake of 342 shares — an estimated $20.4K sold.

Romano Brothers & Co first reported a position in AOA in Q4 2022 and held it in 1 quarter. The position peaked at $20.4K in Q4 2022. 253 funds tracked by Wall St. Rank hold AOA as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 342 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2023, an estimated $20.4K.
  • Romano Brothers & Co first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Core 80/20 Aggressive Allocation ETF position peaked at $20.4K in Q4 2022.
  • 253 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.