Texas Capital Bank Wealth Management Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Texas Capital Bank Wealth Management Services’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	-25,174	Closed	-$1.09M	–	130
2020 Q4	$1.09M	Hold	25,174	–	–	0.16%	69
2020 Q3	$1.03M	Sell	25,174 -7,276	-22%	-$298K	0.17%	78
2020 Q2	$1.29M	Hold	32,450	–	–	0.29%	55
2020 Q1	$1.19M	Hold	32,450	–	–	0.34%	54
2019 Q4	$1.3M	Buy	+32,450	New	+$1.29M	0.29%	64

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's AOM Position: Q1 2021 in Review

Texas Capital Bank Wealth Management Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 25,174 shares — an estimated $1.09M sold.

Texas Capital Bank Wealth Management Services first reported a position in AOM in Q4 2019 and held it in 5 quarters. The position peaked at $1.3M in Q4 2019. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

Texas Capital Bank Wealth Management Services reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 25,174 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $1.09M.
Texas Capital Bank Wealth Management Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 5 quarters.
Texas Capital Bank Wealth Management Services's iShares Core Moderate Allocation ETF position peaked at $1.3M in Q4 2019.
221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2021, filed 6 May 2021.