Thrivent Financial for Lutherans
AOK icon

Thrivent Financial for Lutherans’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Thrivent Financial for Lutherans’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,638
Closed -$245K – 2512
2024
Q2 		$245K Hold
6,638
– – ﹤0.01% 2438
2024
Q1 		$244K Buy
6,638
+773
+13% +$28K ﹤0.01% 2424
2023
Q4 		$212K Sell
5,865
-3,709
-39% -$128K ﹤0.01% 2417
2023
Q3 		$326K Hold
9,574
– – ﹤0.01% 2286
2023
Q2 		$336K Sell
9,574
-12,736
-57% -$446K ﹤0.01% 2301
2023
Q1 		$780K Sell
22,310
-16,924
-43% -$585K ﹤0.01% 1925
2022
Q4 		$1.32M Sell
39,234
-19,275
-33% -$646K ﹤0.01% 1552
2022
Q3 		$1.91M Buy
58,509
+18,657
+47% +$647K 0.01% 1246
2022
Q2 		$1.38M Buy
39,852
+22,936
+136% +$817K ﹤0.01% 1477
2022
Q1 		$637K Buy
+16,916
New +$648K ﹤0.01% 2076

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
AWA
Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return

Thrivent Financial for Lutherans's AOK Position: Q3 2024 in Review

Thrivent Financial for Lutherans sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2024, closing a stake of 6,638 shares — an estimated $245K sold.

Thrivent Financial for Lutherans first reported a position in AOK in Q1 2022 and held it in 10 quarters. The position peaked at $1.91M in Q3 2022. 155 funds tracked by Wall St. Rank hold AOK as of Q3 2024.

  • Thrivent Financial for Lutherans reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 6,638 iShares Core Conservative Allocation ETF shares in Q3 2024, an estimated $245K.
  • Thrivent Financial for Lutherans first reported a position in iShares Core Conservative Allocation ETF in Q1 2022 and held it in 10 quarters.
  • Thrivent Financial for Lutherans's iShares Core Conservative Allocation ETF position peaked at $1.91M in Q3 2022.
  • 155 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2024, filed 7 Nov 2024.