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Tiedemann Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Tiedemann Advisors’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
2023
Q3 		$7.55M Sell
193,916
-76,436
-28% -$3.06M 0.32% 39
2023
Q2 		$10.9M Sell
270,352
-395,592
-59% -$15.8M 0.46% 30
2023
Q1 		$26.5M Sell
665,944
-640,491
-49% -$25.2M 1.21% 14
2022
Q4 		$49.7M Sell
1,306,435
-130,510
-9% -$4.95M 2.38% 10
2022
Q3 		$52.6M Sell
1,436,945
-130,807
-8% -$5.12M 3.19% 7
2022
Q2 		$61.1M Buy
1,567,752
+37,197
+2% +$1.5M 4.6% 6
2022
Q1 		$65.8M Buy
1,530,555
+13,511
+0.9% +$588K 3.34% 7
2021
Q4 		$69M Sell
1,517,044
-23,232
-2% -$1.05M 3.36% 6
2021
Q3 		$68.9M Sell
1,540,276
-56,432
-4% -$2.56M 3.67% 7
2021
Q2 		$71.9M Buy
1,596,708
+138,695
+10% +$6.18M 2.88% 9
2021
Q1 		$63.5M Buy
1,458,013
+49,622
+4% +$2.16M 2.78% 10
2020
Q4 		$60.8M Sell
1,408,391
-59,666
-4% -$2.51M 2.94% 10
2020
Q3 		$60.3M Sell
1,468,057
-86,936
-6% -$3.56M 2.91% 10
2020
Q2 		$62M Sell
1,554,993
-72,686
-4% -$2.8M 3.29% 8
2020
Q1 		$59.8M Sell
1,627,679
-463,308
-22% -$18.1M 3.87% 6
2019
Q4 		$83.9M Buy
2,090,987
+27,998
+1% +$1.11M 4.02% 5
2019
Q3 		$81.1M Buy
2,062,989
+187,963
+10% +$7.32M 3.89% 4
2019
Q2 		$73.2M Buy
1,875,026
+256,503
+16% +$9.81M 3.67% 5
2019
Q1 		$61.6M Sell
1,618,523
-474,638
-23% -$17.6M 2.9% 6
2018
Q4 		$75.2M Buy
2,093,161
+166,732
+9% +$6.08M 3.84% 4
2018
Q3 		$73M Sell
1,926,429
-28,189
-1% -$1.06M 4.32% 4
2018
Q2 		$73.3M Buy
1,954,618
+50,067
+3% +$1.88M 4.68% 4
2018
Q1 		$71.9M Buy
1,904,551
+63,334
+3% +$2.41M 4.92% 4
2017
Q4 		$70.4M Buy
1,841,217
+101,103
+6% +$3.87M 5.38% 4
2017
Q3 		$66.1M Sell
1,740,114
-20,102
-1% -$755K 5.94% 3
2017
Q2 		$65.7M Buy
1,760,216
+15,963
+0.9% +$589K 4.77% 3
2017
Q1 		$63.4M Buy
1,744,253
+238,980
+16% +$8.58M 5.32% 2
2016
Q4 		$53M Buy
1,505,273
+125,607
+9% +$4.44M 5.28% 2
2016
Q3 		$49.2M Buy
1,379,666
+1,248,906
+955% +$44.7M 10.23% 4
2016
Q2 		$4.62M Buy
130,760
+21,265
+19% +$743K 4.43% 6
2016
Q1 		$3.81M Buy
109,495
+42,417
+63% +$1.43M 3.02% 9
2015
Q4 		$2.28M Buy
+67,078
New +$2.31M 0.88% 18

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Tiedemann Advisors's AOM Position: Q3 2023 in Review

Tiedemann Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 28% in Q3 2023, selling an estimated $3.06M and leaving 193,916 shares worth $7.55M. The position accounts for 0.32% of the portfolio, ranked #39.

Tiedemann Advisors first reported a position in AOM in Q4 2015 and has held it in 32 quarters since. The position peaked at $83.9M in Q4 2019. 228 funds tracked by Wall St. Rank hold AOM as of Q3 2023.

  • Tiedemann Advisors held 193,916 shares of iShares Core Moderate Allocation ETF worth $7.55M as of Q3 2023.
  • Tiedemann Advisors sold 76,436 iShares Core Moderate Allocation ETF shares in Q3 2023, an estimated $3.06M.
  • iShares Core Moderate Allocation ETF made up 0.32% of Tiedemann Advisors's portfolio in Q3 2023, its #39 holding.
  • Tiedemann Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and has held it in 32 quarters since.
  • Tiedemann Advisors's iShares Core Moderate Allocation ETF position peaked at $83.9M in Q4 2019.
  • 228 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2023.

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