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Tradewinds Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Tradewinds Capital Management’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
Q4 		– Sell
-8
Closed -$312 – 485
2023
Q3 		$312 Buy
+8
New +$320 ﹤0.01% 447

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

Tradewinds Capital Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2023, closing a stake of 8 shares — an estimated $312 sold.

Tradewinds Capital Management first reported a position in AOM in Q3 2023 and held it in 1 quarter. The position peaked at $312 in Q3 2023. 253 funds tracked by Wall St. Rank hold AOM as of Q4 2023.

  • Tradewinds Capital Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • Tradewinds Capital Management sold 8 iShares Core Moderate Allocation ETF shares in Q4 2023, an estimated $312.
  • Tradewinds Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and held it in 1 quarter.
  • Tradewinds Capital Management's iShares Core Moderate Allocation ETF position peaked at $312 in Q3 2023.
  • 253 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2023.

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