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Tradewinds Capital Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Tradewinds Capital Management’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
Q4 		– Sell
-8
Closed -$272 – 484
2023
Q3 		$272 Buy
+8
New +$279 ﹤0.01% 454

Other funds holding AOK

ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Tradewinds Capital Management's AOK Position: Q4 2023 in Review

Tradewinds Capital Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2023, closing a stake of 8 shares — an estimated $272 sold.

Tradewinds Capital Management first reported a position in AOK in Q3 2023 and held it in 1 quarter. The position peaked at $272 in Q3 2023. 159 funds tracked by Wall St. Rank hold AOK as of Q4 2023.

  • Tradewinds Capital Management reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • Tradewinds Capital Management sold 8 iShares Core Conservative Allocation ETF shares in Q4 2023, an estimated $272.
  • Tradewinds Capital Management first reported a position in iShares Core Conservative Allocation ETF in Q3 2023 and held it in 1 quarter.
  • Tradewinds Capital Management's iShares Core Conservative Allocation ETF position peaked at $272 in Q3 2023.
  • 159 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2023.

Based on Tradewinds Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.