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

Tobias Financial 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
2020
Q1 		– Sell
-3,444
Closed -$124K – 71
2019
Q4 		$124K Buy
+3,444
New +$124K 0.08% 63

Other funds holding AOK

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Tobias Financial Advisors's AOK Position: Q1 2020 in Review

Tobias Financial Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2020, closing a stake of 3,444 shares — an estimated $124K sold.

Tobias Financial Advisors first reported a position in AOK in Q4 2019 and held it in 1 quarter. The position peaked at $124K in Q4 2019. 111 funds tracked by Wall St. Rank hold AOK as of Q1 2020.

  • Tobias Financial Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 3,444 iShares Core Conservative Allocation ETF shares in Q1 2020, an estimated $124K.
  • Tobias Financial Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's iShares Core Conservative Allocation ETF position peaked at $124K in Q4 2019.
  • 111 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.