Two Sigma Securities’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Two Sigma Securities’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
2021 Q3	–	Sell	-5,770	Closed	-$260K	–	1527
2021 Q2	$260K	Buy	+5,770	New	+$257K	0.01%	1097
2020 Q3	–	Sell	-10,491	Closed	-$418K	–	1284
2020 Q2	$418K	Buy	+10,491	New	+$405K	0.01%	713
2019 Q1	–	Sell	-10,104	Closed	-$361K	–	1802
2018 Q4	$361K	Sell	10,104 -739	-7%	-$27K	﹤0.01%	1212
2018 Q3	$411K	Buy	+10,843	New	+$409K	﹤0.01%	1553
2018 Q2	–	Sell	-5,575	Closed	-$211K	–	2622
2018 Q1	$211K	Sell	5,575 -11,534	-67%	-$439K	﹤0.01%	2269
2017 Q4	$651K	Buy	+17,109	New	+$655K	0.02%	575

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Two Sigma Securities's AOM Position: Q3 2021 in Review

Two Sigma Securities sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2021, closing a stake of 5,770 shares — an estimated $260K sold.

Two Sigma Securities first reported a position in AOM in Q4 2017 and held it in 6 quarters. The position peaked at $651K in Q4 2017. 232 funds tracked by Wall St. Rank hold AOM as of Q3 2021.

Two Sigma Securities reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2021 after selling out during the quarter.
Two Sigma Securities sold 5,770 iShares Core Moderate Allocation ETF shares in Q3 2021, an estimated $260K.
Two Sigma Securities first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 6 quarters.
Two Sigma Securities's iShares Core Moderate Allocation ETF position peaked at $651K in Q4 2017.
232 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2021.

Based on Two Sigma Securities's 13F filing for Q3 2021, filed 15 Nov 2021.