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Tennessee Valley Asset Management Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Tennessee Valley Asset Management Partners’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
2024
Q1 		– Sell
-882
Closed -$36.6K – 154
2023
Q4 		$36.6K Buy
+882
New +$35K 0.01% 265

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Tennessee Valley Asset Management Partners's AOM Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 882 shares — an estimated $36.6K sold.

Tennessee Valley Asset Management Partners first reported a position in AOM in Q4 2023 and held it in 1 quarter. The position peaked at $36.6K in Q4 2023. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 882 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $36.6K.
  • Tennessee Valley Asset Management Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's iShares Core Moderate Allocation ETF position peaked at $36.6K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.