Simplicity Solutions’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-20,321	Closed	-$1.3M	–	501
2020 Q4	$1.3M	Buy	20,321 +5,048	+33%	+$309K	0.02%	480
2020 Q3	$886K	Buy	15,273 +2,106	+16%	+$121K	0.02%	508
2020 Q2	$723K	Buy	13,167 +3,377	+34%	+$176K	0.01%	548
2020 Q1	$465K	Sell	9,790 -26,632	-73%	-$1.46M	0.01%	508
2019 Q4	$2.11M	Buy	36,422 +28,691	+371%	+$1.62M	0.06%	235
2019 Q3	$425K	Buy	7,731 +2	+0%	+$109	0.02%	456
2019 Q2	$426K	Buy	7,729 +1,804	+30%	+$97.4K	0.02%	396
2019 Q1	$317K	Buy	+5,925	New	+$307K	0.02%	522
2018 Q1	–	Sell	-5,801	Closed	-$313K	–	367
2017 Q4	$313K	Buy	+5,801	New	+$317K	0.03%	288

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

PAA

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

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

Simplicity Solutions's AOA Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2021, closing a stake of 20,321 shares — an estimated $1.3M sold.

Simplicity Solutions first reported a position in AOA in Q4 2017 and held it in 9 quarters. The position peaked at $2.11M in Q4 2019. 222 funds tracked by Wall St. Rank hold AOA as of Q1 2021.

Simplicity Solutions reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 20,321 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2021, an estimated $1.3M.
Simplicity Solutions first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 9 quarters.
Simplicity Solutions's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.11M in Q4 2019.
222 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.