US Bancorp
AOK icon

US Bancorp’s iShares Core Conservative Allocation ETF AOK Stock Holding History

US Bancorp’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
2019
Q4 		– Sell
-1,155
Closed -$41K – 3643
2019
Q3 		$41K Hold
1,155
– – ﹤0.01% 2560
2019
Q2 		$41K Buy
+1,155
New +$40.1K ﹤0.01% 2611

Other funds holding AOK

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp's AOK Position: Q4 2019 in Review

US Bancorp sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2019, closing a stake of 1,155 shares — an estimated $41K sold.

US Bancorp first reported a position in AOK in Q2 2019 and held it in 2 quarters. The position peaked at $41K in Q3 2019. 121 funds tracked by Wall St. Rank hold AOK as of Q4 2019.

  • US Bancorp reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2019 after selling out during the quarter.
  • US Bancorp sold 1,155 iShares Core Conservative Allocation ETF shares in Q4 2019, an estimated $41K.
  • US Bancorp first reported a position in iShares Core Conservative Allocation ETF in Q2 2019 and held it in 2 quarters.
  • US Bancorp's iShares Core Conservative Allocation ETF position peaked at $41K in Q3 2019.
  • 121 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2019.

Based on US Bancorp's 13F filing for Q4 2019, filed 4 Feb 2020.