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Sandy Cove Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Sandy Cove Advisors’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
Q2 		– Sell
-4,000
Closed -$151K – 93
2022
Q1 		$151K Hold
4,000
– – 0.13% 101
2021
Q4 		$160K Buy
+4,000
New +$160K 0.13% 91

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ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sandy Cove Advisors's AOK Position: Q2 2022 in Review

Sandy Cove Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2022, closing a stake of 4,000 shares — an estimated $151K sold.

Sandy Cove Advisors first reported a position in AOK in Q4 2021 and held it in 2 quarters. The position peaked at $160K in Q4 2021. 166 funds tracked by Wall St. Rank hold AOK as of Q2 2022.

  • Sandy Cove Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 4,000 iShares Core Conservative Allocation ETF shares in Q2 2022, an estimated $151K.
  • Sandy Cove Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's iShares Core Conservative Allocation ETF position peaked at $160K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.