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Tradewinds Capital Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Tradewinds Capital Management’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-685
Closed -$54.1K – 670
2024
Q3 		$54.1K Buy
+685
New +$52K 0.01% 181
2023
Q4 		– Sell
-8
Closed -$508 – 483
2023
Q3 		$508 Buy
+8
New +$526 ﹤0.01% 430

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Tradewinds Capital Management's AOA Position: Q4 2024 in Review

Tradewinds Capital Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2024, closing a stake of 685 shares — an estimated $54.1K sold.

Tradewinds Capital Management first reported a position in AOA in Q3 2023 and held it in 2 quarters. The position peaked at $54.1K in Q3 2024. 345 funds tracked by Wall St. Rank hold AOA as of Q4 2024.

  • Tradewinds Capital Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Tradewinds Capital Management sold 685 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2024, an estimated $54.1K.
  • Tradewinds Capital Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and held it in 2 quarters.
  • Tradewinds Capital Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $54.1K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2024.

Based on Tradewinds Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.