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SFMG Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

SFMG Wealth 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
2021
Q4 		– Sell
-9,649
Closed -$381K – 294
2021
Q3 		$381K Buy
9,649
+1,797
+23% +$71.9K 0.04% 169
2021
Q2 		$313K Buy
+7,852
New +$309K 0.03% 190

Other funds holding AOK

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SFMG Wealth Advisors's AOK Position: Q4 2021 in Review

SFMG Wealth Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2021, closing a stake of 9,649 shares — an estimated $381K sold.

SFMG Wealth Advisors first reported a position in AOK in Q2 2021 and held it in 2 quarters. The position peaked at $381K in Q3 2021. 172 funds tracked by Wall St. Rank hold AOK as of Q4 2021.

  • SFMG Wealth Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 9,649 iShares Core Conservative Allocation ETF shares in Q4 2021, an estimated $381K.
  • SFMG Wealth Advisors first reported a position in iShares Core Conservative Allocation ETF in Q2 2021 and held it in 2 quarters.
  • SFMG Wealth Advisors's iShares Core Conservative Allocation ETF position peaked at $381K in Q3 2021.
  • 172 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2021.

Based on SFMG Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.