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

Baldwin Wealth 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
2019 Q3	–	Sell	-781	Closed	-$36K	–	521
2019 Q2	$36K	Hold	781	–	–	0.01%	344
2019 Q1	$35K	Hold	781	–	–	0.01%	337
2018 Q4	$32K	Buy	+781	New	+$33.4K	0.01%	329

Other funds holding AOR

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

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

SWPG

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Baldwin Wealth Partners's AOR Position: Q3 2019 in Review

Baldwin Wealth Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2019, closing a stake of 781 shares — an estimated $36K sold.

Baldwin Wealth Partners first reported a position in AOR in Q4 2018 and held it in 3 quarters. The position peaked at $36K in Q2 2019. 169 funds tracked by Wall St. Rank hold AOR as of Q3 2019.

Baldwin Wealth Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2019 after selling out during the quarter.
Baldwin Wealth Partners sold 781 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2019, an estimated $36K.
Baldwin Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and held it in 3 quarters.
Baldwin Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $36K in Q2 2019.
169 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2019.

Based on Baldwin Wealth Partners's 13F filing for Q3 2019, filed 10 Oct 2019.