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iShares S&P Conservative Allocatn Fd ETF shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in iShares S&P Conservative Allocatn Fd ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Conservative Allocatn Fd ETF held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $203k 6.0k 33.96
2023-06-30 $219k 6.2k 35.24
2023-03-31 $233k 6.7k 34.96
2022-12-31 $230k 6.8k 33.61
2022-09-30 $275k 8.4k 32.66
2022-06-30 $313k 9.1k 34.57
2022-03-31 $983k 26k 37.67
2021-12-31 $701k 18k 40.02
2021-09-30 $642k 16k 39.48
2021-06-30 $1.2M 30k 39.79
2021-03-31 $536k 14k 38.63
2020-12-31 $643k 17k 38.75
2020-09-30 $754k 20k 37.16
2020-06-30 $497k 14k 36.39
2017-06-30 $220k 6.5k 33.97
2017-03-31 $216k 6.5k 33.35
2016-12-31 $212k 6.5k 32.74
2016-09-30 $216k 6.5k 33.35
2016-06-30 $212k 6.5k 32.74
2016-03-31 $209k 6.5k 32.27

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital Partners

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