Sargent Bickham Lagudis’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sargent Bickham Lagudis’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$400K	Hold	10,529	–	–	0.03%	205
2022 Q3	$386K	Hold	10,529	–	–	0.03%	191
2022 Q2	$410K	Hold	10,529	–	–	0.04%	193
2022 Q1	$452K	Hold	10,529	–	–	0.04%	190
2021 Q4	$479K	Hold	10,529	–	–	0.04%	177
2021 Q3	$471K	Hold	10,529	–	–	0.04%	175
2021 Q2	$474K	Hold	10,529	–	–	0.04%	176
2021 Q1	$459K	Hold	10,529	–	–	0.04%	167
2020 Q4	$455K	Hold	10,529	–	–	0.04%	170
2020 Q3	$432K	Hold	10,529	–	–	0.04%	153
2020 Q2	$420K	Hold	10,529	–	–	0.05%	147
2020 Q1	$387K	Buy	10,529 +1,472	+16%	+$57.6K	0.05%	156
2019 Q4	$363K	Hold	9,057	–	–	0.04%	164
2019 Q3	$356K	Hold	9,057	–	–	0.04%	155
2019 Q2	$353K	Hold	9,057	–	–	0.04%	162
2019 Q1	$345K	Hold	9,057	–	–	0.04%	172
2018 Q4	$323K	Hold	9,057	–	–	0.04%	164
2018 Q3	$343K	Hold	9,057	–	–	0.04%	164
2018 Q2	$340K	Hold	9,057	–	–	0.04%	156
2018 Q1	$342K	Hold	9,057	–	–	0.04%	155
2017 Q4	$345K	Hold	9,057	–	–	0.04%	164
2017 Q3	$344K	Hold	9,057	–	–	0.04%	169
2017 Q2	$338K	Hold	9,057	–	–	0.04%	163
2017 Q1	$329K	Hold	9,057	–	–	0.04%	167
2016 Q4	$319K	Hold	9,057	–	–	0.05%	155
2016 Q3	$327	Hold	9,057	–	–	0.05%	159
2016 Q2	$320K	Sell	9,057 -29,144	-76%	-$1.02M	0.05%	161
2016 Q1	$1.33M	Buy	+38,201	New	+$1.29M	0.21%	100

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sargent Bickham Lagudis's AOM Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares Core Moderate Allocation ETF (AOM) position steady in Q4 2022 at 10,529 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #205.

Sargent Bickham Lagudis first reported a position in AOM in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.33M in Q1 2016. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

Sargent Bickham Lagudis held 10,529 shares of iShares Core Moderate Allocation ETF worth $400K as of Q4 2022.
Sargent Bickham Lagudis left its iShares Core Moderate Allocation ETF share count unchanged in Q4 2022.
iShares Core Moderate Allocation ETF made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #205 holding.
Sargent Bickham Lagudis first reported a position in iShares Core Moderate Allocation ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's iShares Core Moderate Allocation ETF position peaked at $1.33M in Q1 2016.
249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.