SWA
AOA icon

Sutton Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Sutton Wealth Advisors’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
Q2 		– Sell
-10
Closed -$689 – 1641
2022
Q1 		$689 Buy
+10
New +$692 ﹤0.01% 1428

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sutton Wealth Advisors's AOA Position: Q2 2022 in Review

Sutton Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2022, closing a stake of 10 shares — an estimated $689 sold.

Sutton Wealth Advisors first reported a position in AOA in Q1 2022 and held it in 1 quarter. The position peaked at $689 in Q1 2022. 248 funds tracked by Wall St. Rank hold AOA as of Q2 2022.

  • Sutton Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 10 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2022, an estimated $689.
  • Sutton Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and held it in 1 quarter.
  • Sutton Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $689 in Q1 2022.
  • 248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2022.

Based on Sutton Wealth Advisors's 13F filing for Q2 2022, filed 7 Nov 2023.