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Tiedemann Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Tiedemann Advisors’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
2023
Q3 		$825K Hold
24,299
– – 0.04% 134
2023
Q2 		$856K Sell
24,299
-1,375
-5% -$48.1K 0.04% 125
2023
Q1 		$898K Hold
25,674
– – 0.04% 119
2022
Q4 		$863K Buy
+25,674
New +$861K 0.04% 126

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return

Tiedemann Advisors's AOK Position: Q3 2023 in Review

Tiedemann Advisors held its iShares Core Conservative Allocation ETF (AOK) position steady in Q3 2023 at 24,299 shares worth $825K. The position accounts for 0.04% of the portfolio, ranked #134.

Tiedemann Advisors first reported a position in AOK in Q4 2022 and has held it in 4 quarters since. The position peaked at $898K in Q1 2023. 152 funds tracked by Wall St. Rank hold AOK as of Q3 2023.

  • Tiedemann Advisors held 24,299 shares of iShares Core Conservative Allocation ETF worth $825K as of Q3 2023.
  • Tiedemann Advisors left its iShares Core Conservative Allocation ETF share count unchanged in Q3 2023.
  • iShares Core Conservative Allocation ETF made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #134 holding.
  • Tiedemann Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2022 and has held it in 4 quarters since.
  • Tiedemann Advisors's iShares Core Conservative Allocation ETF position peaked at $898K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.