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Veritable’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Veritable’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
2020
Q1 		– Sell
-24,603
Closed -$987K – 730
2019
Q4 		$987K Sell
24,603
-22,606
-48% -$895K 0.02% 367
2019
Q3 		$1.85M Buy
+47,209
New +$1.84M 0.04% 234

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Veritable's AOM Position: Q1 2020 in Review

Veritable sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2020, closing a stake of 24,603 shares — an estimated $987K sold.

Veritable first reported a position in AOM in Q3 2019 and held it in 2 quarters. The position peaked at $1.85M in Q3 2019. 175 funds tracked by Wall St. Rank hold AOM as of Q1 2020.

  • Veritable reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • Veritable sold 24,603 iShares Core Moderate Allocation ETF shares in Q1 2020, an estimated $987K.
  • Veritable first reported a position in iShares Core Moderate Allocation ETF in Q3 2019 and held it in 2 quarters.
  • Veritable's iShares Core Moderate Allocation ETF position peaked at $1.85M in Q3 2019.
  • 175 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2020.

Based on Veritable's 13F filing for Q1 2020, filed 13 May 2020.