Sandy Spring Bank’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sandy Spring Bank’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
2024 Q2	–	Sell	-27	Closed	-$2K	–	1277
2024 Q1	$2K	Hold	27	–	–	﹤0.01%	1053
2023 Q4	$1.88K	Hold	27	–	–	﹤0.01%	1023
2023 Q3	$1.73K	Hold	27	–	–	﹤0.01%	1041
2023 Q2	$1.79K	Hold	27	–	–	﹤0.01%	1075
2023 Q1	$1.72K	Hold	27	–	–	﹤0.01%	1037
2022 Q4	$1.61K	Hold	27	–	–	﹤0.01%	1038
2022 Q3	$1K	Buy	+27	New	+$1.64K	﹤0.01%	1070

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Sandy Spring Bank's AOA Position: Q2 2024 in Review

Sandy Spring Bank sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2024, closing a stake of 27 shares — an estimated $2K sold.

Sandy Spring Bank first reported a position in AOA in Q3 2022 and held it in 7 quarters. The position peaked at $2K in Q1 2024. 316 funds tracked by Wall St. Rank hold AOA as of Q2 2024.

Sandy Spring Bank reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2024 after selling out during the quarter.
Sandy Spring Bank sold 27 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2024, an estimated $2K.
Sandy Spring Bank first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2022 and held it in 7 quarters.
Sandy Spring Bank's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2K in Q1 2024.
316 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.