Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Gain insights from the world's largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
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Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
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Research Firm Profiles
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Stock index based on fund manager consensus updated each quarter
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Cerity Partners’s
iShares Core 60/40 Balanced Allocation ETF
AOR
Stock Holding History
Cerity 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
2025
Q3
$682K
Sell
2025
Q2
$724K
Sell
2025
Q1
$686K
Sell
2024
Q4
$800K
Buy
2024
Q3
$715K
Buy
2024
Q2
$563K
Sell
2024
Q1
$614K
Buy
2023
Q4
$524K
Sell
2023
Q3
$511K
Buy
2023
Q2
$372K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world's largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
Latest Ratings Feed
Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
Browse analysts, their latest ratings and track record
Research Firm Profiles
Browse research firm recommendations, trends, and performance
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Analyst Index
COMING SOON - Stock index based on equity analyst consensus updated every second
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