TCI Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
TA
WFS
TCI Wealth Advisors's AOM Position: Q2 2023 in Review
TCI Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2023, closing a stake of 3,126 shares — an estimated $125K sold.
TCI Wealth Advisors first reported a position in AOM in Q2 2021 and held it in 2 quarters. The position peaked at $125K in Q1 2023. 217 funds tracked by Wall St. Rank hold AOM as of Q2 2023.
- TCI Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 3,126 iShares Core Moderate Allocation ETF shares in Q2 2023, an estimated $125K.
- TCI Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2021 and held it in 2 quarters.
- TCI Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $125K in Q1 2023.
- 217 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.