Snowden Capital Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Snowden Capital 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
2022 Q1	–	Sell	-2,800	Closed	-$127K	–	1076
2021 Q4	$127K	Buy	+2,800	New	+$127K	0.01%	775
2017 Q1	–	Sell	-32,397	Closed	-$1.14M	–	338
2016 Q4	$1.14M	Sell	32,397 -325	-1%	-$11.5K	0.29%	118
2016 Q3	$1.18M	Buy	32,722 +24,590	+302%	+$881K	0.32%	111
2016 Q2	$287K	Buy	+8,132	New	+$284K	0.09%	227

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Snowden Capital Advisors's AOM Position: Q1 2022 in Review

Snowden Capital Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 2,800 shares — an estimated $127K sold.

Snowden Capital Advisors first reported a position in AOM in Q2 2016 and held it in 4 quarters. The position peaked at $1.18M in Q3 2016. 250 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

Snowden Capital Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
Snowden Capital Advisors sold 2,800 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $127K.
Snowden Capital Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2016 and held it in 4 quarters.
Snowden Capital Advisors's iShares Core Moderate Allocation ETF position peaked at $1.18M in Q3 2016.
250 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.