Wilbanks Smith & Thomas Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Wilbanks Smith & Thomas Asset 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
2022 Q4	–	Sell	-14,500	Closed	-$531K	–	497
2022 Q3	$531K	Hold	14,500	–	–	0.02%	279
2022 Q2	$565K	Hold	14,500	–	–	0.02%	278
2022 Q1	$590K	Hold	14,500	–	–	0.02%	282
2021 Q4	$659K	Hold	14,500	–	–	0.02%	292
2021 Q3	$649K	Buy	+14,500	New	+$658K	0.03%	271

Other funds holding AOM

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

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

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's AOM Position: Q4 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2022, closing a stake of 14,500 shares — an estimated $531K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in AOM in Q3 2021 and held it in 5 quarters. The position peaked at $659K in Q4 2021. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 14,500 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $531K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2021 and held it in 5 quarters.
Wilbanks Smith & Thomas Asset Management's iShares Core Moderate Allocation ETF position peaked at $659K in Q4 2021.
249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.