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UMB Bank’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

UMB Bank’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
2022
Q3 		– Sell
-87
Closed -$5K – 1743
2022
Q2 		$5K Hold
87
– – ﹤0.01% 1564
2022
Q1 		$6K Hold
87
– – ﹤0.01% 1609
2021
Q4 		$6K Buy
+87
New +$6.27K ﹤0.01% 1569

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UMB Bank's AOA Position: Q3 2022 in Review

UMB Bank sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2022, closing a stake of 87 shares — an estimated $5K sold.

UMB Bank first reported a position in AOA in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 234 funds tracked by Wall St. Rank hold AOA as of Q3 2022.

  • UMB Bank reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • UMB Bank sold 87 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2022, an estimated $5K.
  • UMB Bank first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and held it in 3 quarters.
  • UMB Bank's iShares Core 80/20 Aggressive Allocation ETF position peaked at $6K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2022.

Based on UMB Bank's 13F filing for Q3 2022, filed 13 Oct 2022.