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StoneX Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

StoneX Group’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
2022
Q3 		– Sell
-4,186
Closed -$251K – 363
2022
Q2 		$251K Buy
+4,186
New +$266K 0.04% 290

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

StoneX Group's AOA Position: Q3 2022 in Review

StoneX Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2022, closing a stake of 4,186 shares — an estimated $251K sold.

StoneX Group first reported a position in AOA in Q2 2022 and held it in 1 quarter. The position peaked at $251K in Q2 2022. 234 funds tracked by Wall St. Rank hold AOA as of Q3 2022.

  • StoneX Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • StoneX Group sold 4,186 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2022, an estimated $251K.
  • StoneX Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2022 and held it in 1 quarter.
  • StoneX Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $251K in Q2 2022.
  • 234 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2022.

Based on StoneX Group's 13F filing for Q3 2022, filed 8 Nov 2022.