Westside Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Westside Investment Management’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	-1,000	Closed	-$39	–	678
2020 Q2	$39	Hold	1,000	–	–	﹤0.01%	349
2020 Q1	$36	Buy	+1,000	New	+$39.2K	﹤0.01%	355
2019 Q2	$39K	Buy	+1,000	New	+$38.3K	0.01%	330
2018 Q4	$35.7K	Buy	+1,000	New	+$36.5K	0.01%	327
2018 Q2	–	Sell	-1,000	Closed	-$37.5K	–	819
2018 Q1	$37.5K	Hold	1,000	–	–	0.02%	304
2017 Q4	$38.5K	Hold	1,000	–	–	0.02%	308
2017 Q3	$37.9K	Hold	1,000	–	–	0.02%	295
2017 Q2	$37K	Hold	1,000	–	–	0.02%	293
2017 Q1	$36.3K	Buy	+1,000	New	+$35.9K	0.02%	283

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Westside Investment Management's AOM Position: Q3 2020 in Review

Westside Investment Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2020, closing a stake of 1,000 shares — an estimated $39 sold.

Westside Investment Management first reported a position in AOM in Q1 2017 and held it in 9 quarters. The position peaked at $39K in Q2 2019. 188 funds tracked by Wall St. Rank hold AOM as of Q3 2020.

Westside Investment Management reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2020 after selling out during the quarter.
Westside Investment Management sold 1,000 iShares Core Moderate Allocation ETF shares in Q3 2020, an estimated $39.
Westside Investment Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2017 and held it in 9 quarters.
Westside Investment Management's iShares Core Moderate Allocation ETF position peaked at $39K in Q2 2019.
188 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2020.

Based on Westside Investment Management's 13F filing for Q3 2020, filed 14 Oct 2020.