S
AOM icon

SignatureFD’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SignatureFD’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
2020
Q3 		– Sell
-3,130
Closed -$125K – 2596
2020
Q2 		$125K Sell
3,130
-40
-1% -$1.54K 0.01% 607
2020
Q1 		$116K Buy
3,170
+40
+1% +$1.57K 0.01% 575
2019
Q4 		$126K Sell
3,130
-165
-5% -$6.54K 0.01% 622
2019
Q3 		$129K Sell
3,295
-368
-10% -$14.3K 0.01% 555
2019
Q2 		$143K Hold
3,663
– – 0.01% 497
2019
Q1 		$139K Buy
3,663
+533
+17% +$19.8K 0.01% 514
2018
Q4 		$112K Sell
3,130
-403
-11% -$14.7K 0.01% 548
2018
Q3 		$134K Hold
3,533
– – 0.01% 535
2018
Q2 		$133K Buy
3,533
+403
+13% +$15.2K 0.01% 512
2018
Q1 		$118K Buy
+3,130
New +$119K 0.01% 472

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return