Alaethes Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Alaethes Wealth’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-845	Closed	-$46K	–	117
2022 Q1	$46K	Hold	845	–	–	0.03%	141
2021 Q4	$48K	Hold	845	–	–	0.03%	137
2021 Q3	$47K	Hold	845	–	–	0.03%	136
2021 Q2	$47K	Buy	+845	New	+$46.7K	0.04%	131

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

RJA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alaethes Wealth's AOR Position: Q2 2022 in Review

Alaethes Wealth sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2022, closing a stake of 845 shares — an estimated $46K sold.

Alaethes Wealth first reported a position in AOR in Q2 2021 and held it in 4 quarters. The position peaked at $48K in Q4 2021. 272 funds tracked by Wall St. Rank hold AOR as of Q2 2022.

Alaethes Wealth reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 845 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2022, an estimated $46K.
Alaethes Wealth first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's iShares Core 60/40 Balanced Allocation ETF position peaked at $48K in Q4 2021.
272 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.