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Watson Rebecca’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Watson Rebecca’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
Q3 		– Sell
-463
Closed -$18K – 94
2020
Q2 		$18K Buy
+463
New +$17.9K 0.01% 227

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Watson Rebecca's AOM Position: Q3 2020 in Review

Watson Rebecca sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2020, closing a stake of 463 shares — an estimated $18K sold.

Watson Rebecca first reported a position in AOM in Q2 2020 and held it in 1 quarter. The position peaked at $18K in Q2 2020. 188 funds tracked by Wall St. Rank hold AOM as of Q3 2020.

  • Watson Rebecca reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Watson Rebecca sold 463 iShares Core Moderate Allocation ETF shares in Q3 2020, an estimated $18K.
  • Watson Rebecca first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and held it in 1 quarter.
  • Watson Rebecca's iShares Core Moderate Allocation ETF position peaked at $18K in Q2 2020.
  • 188 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.