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St. James Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

St. James 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
2022
Q4 		– Sell
-402
Closed -$15K – 105
2022
Q3 		$15K Sell
402
-537
-57% -$21K 0.03% 84
2022
Q2 		$37K Hold
939
– – 0.07% 70
2022
Q1 		$40K Sell
939
-2
-0.2% -$87 0.03% 58
2021
Q4 		$43K Buy
+941
New +$42.7K 0.03% 80

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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

St. James Investment Advisors's AOM Position: Q4 2022 in Review

St. James Investment Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2022, closing a stake of 402 shares — an estimated $15K sold.

St. James Investment Advisors first reported a position in AOM in Q4 2021 and held it in 4 quarters. The position peaked at $43K in Q4 2021. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

  • St. James Investment Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • St. James Investment Advisors sold 402 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $15K.
  • St. James Investment Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 4 quarters.
  • St. James Investment Advisors's iShares Core Moderate Allocation ETF position peaked at $43K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on St. James Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.