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Almanack Investment Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Almanack Investment Partners’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
2021
Q1 		– Sell
-4,885
Closed -$255K – 444
2020
Q4 		$255K Sell
4,885
-1,084
-18% -$54.5K 0.03% 309
2020
Q3 		$299K Buy
+5,969
New +$288K 0.04% 295

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Almanack Investment Partners's AOR Position: Q1 2021 in Review

Almanack Investment Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2021, closing a stake of 4,885 shares — an estimated $255K sold.

Almanack Investment Partners first reported a position in AOR in Q3 2020 and held it in 2 quarters. The position peaked at $299K in Q3 2020. 248 funds tracked by Wall St. Rank hold AOR as of Q1 2021.

  • Almanack Investment Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Almanack Investment Partners sold 4,885 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2021, an estimated $255K.
  • Almanack Investment Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2020 and held it in 2 quarters.
  • Almanack Investment Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $299K in Q3 2020.
  • 248 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2021.

Based on Almanack Investment Partners's 13F filing for Q1 2021, filed 11 May 2021.