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Synergy Asset Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Synergy Asset 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
2021
Q1 		– Sell
-3,522
Closed -$226K – 91
2020
Q4 		$226K Buy
+3,522
New +$215K 0.07% 71

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Synergy Asset Management's AOA Position: Q1 2021 in Review

Synergy Asset Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2021, closing a stake of 3,522 shares — an estimated $226K sold.

Synergy Asset Management first reported a position in AOA in Q4 2020 and held it in 1 quarter. The position peaked at $226K in Q4 2020. 222 funds tracked by Wall St. Rank hold AOA as of Q1 2021.

  • Synergy Asset Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Synergy Asset Management sold 3,522 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2021, an estimated $226K.
  • Synergy Asset Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Synergy Asset Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $226K in Q4 2020.
  • 222 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2021.

Based on Synergy Asset Management's 13F filing for Q1 2021, filed 17 May 2021.