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SkyView Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SkyView Investment Advisors’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
2023
Q4 		– Sell
-323
Closed -$13K – 171
2023
Q3 		$13K Hold
323
– – 0.01% 344
2023
Q2 		$13K Hold
323
– – ﹤0.01% 447
2023
Q1 		$13K Buy
+323
New +$12.7K ﹤0.01% 444

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

SkyView Investment Advisors's AOM Position: Q4 2023 in Review

SkyView Investment Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2023, closing a stake of 323 shares — an estimated $13K sold.

SkyView Investment Advisors first reported a position in AOM in Q1 2023 and held it in 3 quarters. The position peaked at $13K in Q3 2023. 253 funds tracked by Wall St. Rank hold AOM as of Q4 2023.

  • SkyView Investment Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 323 iShares Core Moderate Allocation ETF shares in Q4 2023, an estimated $13K.
  • SkyView Investment Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and held it in 3 quarters.
  • SkyView Investment Advisors's iShares Core Moderate Allocation ETF position peaked at $13K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.