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Rowland Carmichael Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Rowland Carmichael Advisors’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
2020
Q4 		$1.2M Sell
18,642
-374
-2% -$22.9K 0.38% 57
2020
Q3 		$1.1M Sell
19,016
-1,220
-6% -$70.3K 0.43% 57
2020
Q2 		$1.11M Buy
20,236
+129
+0.6% +$6.71K 0.47% 42
2020
Q1 		$954K Buy
20,107
+3,425
+21% +$188K 0.49% 43
2019
Q4 		$968K Buy
16,682
+2,183
+15% +$123K 0.33% 74
2019
Q3 		$796K Buy
14,499
+1,557
+12% +$84.8K 0.27% 102
2019
Q2 		$714K Buy
12,942
+3,455
+36% +$187K 0.25% 113
2019
Q1 		$508K Buy
9,487
+7,877
+489% +$408K 0.19% 141
2018
Q4 		$78K Sell
1,610
-781
-33% -$39.9K 0.03% 246
2018
Q3 		$131K Buy
2,391
+531
+29% +$28.7K 0.05% 283
2018
Q2 		$99K Buy
1,860
+655
+54% +$35.3K 0.04% 292
2018
Q1 		$64K Sell
1,205
-85
-7% -$4.64K 0.04% 274
2017
Q4 		$70K Buy
1,290
+905
+235% +$49.4K 0.04% 278
2017
Q3 		$21K Hold
385
– – 0.01% 277
2017
Q2 		$20K Hold
385
– – 0.01% 272
2017
Q1 		$19K Hold
385
– – 0.01% 268
2016
Q4 		$18K Sell
385
-105
-21% -$4.93K 0.01% 288
2016
Q3 		$23K Sell
490
-2,280
-82% -$107K 0.01% 263
2016
Q2 		$127K Buy
2,770
+225
+9% +$10.2K 0.08% 232
2016
Q1 		$115K Buy
+2,545
New +$110K 0.11% 151

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rowland Carmichael Advisors's AOA Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2% in Q4 2020, selling an estimated $22.9K and leaving 18,642 shares worth $1.2M. The position accounts for 0.38% of the portfolio, ranked #57.

Rowland Carmichael Advisors first reported a position in AOA in Q1 2016 and has held it in 20 quarters since. 206 funds tracked by Wall St. Rank hold AOA as of Q4 2020.

  • Rowland Carmichael Advisors held 18,642 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.2M as of Q4 2020.
  • Rowland Carmichael Advisors sold 374 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2020, an estimated $22.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.38% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #57 holding.
  • Rowland Carmichael Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2016 and has held it in 20 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.