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Sonora Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sonora Investment Management’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
2020
Q3 		– Sell
-50
Closed -$3K – 1769
2020
Q2 		$3K Buy
+50
New +$2.6K ﹤0.01% 1495

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sonora Investment Management's AOA Position: Q3 2020 in Review

Sonora Investment Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2020, closing a stake of 50 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in AOA in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 177 funds tracked by Wall St. Rank hold AOA as of Q3 2020.

  • Sonora Investment Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 50 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2020, an estimated $3K.
  • Sonora Investment Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2020 and held it in 1 quarter.
  • Sonora Investment Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $3K in Q2 2020.
  • 177 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.