Winch Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Winch Advisory Services’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 Q1	–	Sell	-167	Closed	-$8K	–	460
2021 Q4	$8K	Sell	167 -203	-55%	-$9.2K	﹤0.01%	286
2021 Q3	$17K	Sell	370 -560	-60%	-$25.4K	0.01%	221
2021 Q2	$42K	Sell	930 -225	-19%	-$10K	0.02%	138
2021 Q1	$50K	Buy	1,155 +1,034	+855%	+$45K	0.02%	124
2020 Q4	$5K	Hold	121	–	–	﹤0.01%	295
2020 Q3	$5K	Buy	+121	New	+$4.96K	﹤0.01%	257
2015 Q3	–	Sell	-39,934	Closed	-$1.41M	–	235
2015 Q2	$1.41M	Buy	+39,934	New	+$1.43M	0.77%	36

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Winch Advisory Services's AOM Position: Q1 2022 in Review

Winch Advisory Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 167 shares — an estimated $8K sold.

Winch Advisory Services first reported a position in AOM in Q2 2015 and held it in 7 quarters. The position peaked at $1.41M in Q2 2015. 250 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

Winch Advisory Services reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
Winch Advisory Services sold 167 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $8K.
Winch Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q2 2015 and held it in 7 quarters.
Winch Advisory Services's iShares Core Moderate Allocation ETF position peaked at $1.41M in Q2 2015.
250 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Winch Advisory Services's 13F filing for Q1 2022, filed 26 Apr 2022.