Stuart Chaussee & Associates’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Stuart Chaussee & Associates’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-235,789	Closed	-$8.54M	–	72
2019 Q4	$8.54M	Sell	235,789 -12,957	-5%	-$465K	4.84%	4
2019 Q3	$8.87M	Sell	248,746 -8,778	-3%	-$311K	5.33%	3
2019 Q2	$9.11M	Sell	257,524 -18,111	-7%	-$629K	5.64%	3
2019 Q1	$9.52M	Buy	+275,635	New	+$9.3M	6.14%	3
2018 Q4	–	Sell	-233	Closed	-$8K	–	118
2018 Q3	$8K	Hold	233	–	–	0.01%	93
2018 Q2	$8K	Hold	233	–	–	0.01%	97
2018 Q1	$8K	Sell	233 -16,608	-99%	-$573K	0.03%	64
2017 Q4	$583K	Sell	16,841 -512,757	-97%	-$17.7M	0.42%	8
2017 Q3	$18.3M	Buy	+529,598	New	+$18.1M	13.59%	2

Other funds holding AOK

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stuart Chaussee & Associates's AOK Position: Q1 2020 in Review

Stuart Chaussee & Associates sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2020, closing a stake of 235,789 shares — an estimated $8.54M sold.

Stuart Chaussee & Associates first reported a position in AOK in Q3 2017 and held it in 9 quarters. The position peaked at $18.3M in Q3 2017. 111 funds tracked by Wall St. Rank hold AOK as of Q1 2020.

Stuart Chaussee & Associates reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2020 after selling out during the quarter.
Stuart Chaussee & Associates sold 235,789 iShares Core Conservative Allocation ETF shares in Q1 2020, an estimated $8.54M.
Stuart Chaussee & Associates first reported a position in iShares Core Conservative Allocation ETF in Q3 2017 and held it in 9 quarters.
Stuart Chaussee & Associates's iShares Core Conservative Allocation ETF position peaked at $18.3M in Q3 2017.
111 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2020.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2020, filed 14 May 2020.