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Synergy Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Synergy Asset Management’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
2021
Q1 		– Sell
-5,814
Closed -$251K – 92
2020
Q4 		$251K Buy
+5,814
New +$245K 0.08% 67

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AWM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Synergy Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 5,814 shares — an estimated $251K sold.

Synergy Asset Management first reported a position in AOM in Q4 2020 and held it in 1 quarter. The position peaked at $251K in Q4 2020. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

  • Synergy Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Synergy Asset Management sold 5,814 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $251K.
  • Synergy Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Synergy Asset Management's iShares Core Moderate Allocation ETF position peaked at $251K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

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