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Savior LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Savior LLC’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
2021
Q3 		– Sell
-662
Closed -$30K – 219
2021
Q2 		$30K Buy
662
+582
+728% +$25.9K 0.03% 222
2021
Q1 		$3K Hold
80
– – ﹤0.01% 669
2020
Q4 		$3K Hold
80
– – ﹤0.01% 644
2020
Q3 		$3K Hold
80
– – ﹤0.01% 603
2020
Q2 		$3K Buy
+80
New +$3.09K ﹤0.01% 554

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savior LLC's AOM Position: Q3 2021 in Review

Savior LLC sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2021, closing a stake of 662 shares — an estimated $30K sold.

Savior LLC first reported a position in AOM in Q2 2020 and held it in 5 quarters. The position peaked at $30K in Q2 2021. 232 funds tracked by Wall St. Rank hold AOM as of Q3 2021.

  • Savior LLC reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Savior LLC sold 662 iShares Core Moderate Allocation ETF shares in Q3 2021, an estimated $30K.
  • Savior LLC first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and held it in 5 quarters.
  • Savior LLC's iShares Core Moderate Allocation ETF position peaked at $30K in Q2 2021.
  • 232 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2021.

Based on Savior LLC's 13F filing for Q3 2021, filed 5 Oct 2021.