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WealthShield Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

WealthShield Partners’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
2023
Q4 		– Sell
-290
Closed -$9.85K – 478
2023
Q3 		$9.85K Hold
290
– – ﹤0.01% 440
2023
Q2 		$10.2K Hold
290
– – ﹤0.01% 442
2023
Q1 		$10.1K Buy
+290
New +$10K ﹤0.01% 440

Other funds holding AOK

ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

WealthShield Partners's AOK Position: Q4 2023 in Review

WealthShield Partners sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2023, closing a stake of 290 shares — an estimated $9.85K sold.

WealthShield Partners first reported a position in AOK in Q1 2023 and held it in 3 quarters. The position peaked at $10.2K in Q2 2023. 159 funds tracked by Wall St. Rank hold AOK as of Q4 2023.

  • WealthShield Partners reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • WealthShield Partners sold 290 iShares Core Conservative Allocation ETF shares in Q4 2023, an estimated $9.85K.
  • WealthShield Partners first reported a position in iShares Core Conservative Allocation ETF in Q1 2023 and held it in 3 quarters.
  • WealthShield Partners's iShares Core Conservative Allocation ETF position peaked at $10.2K in Q2 2023.
  • 159 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.