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CFS Investment Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

CFS Investment Advisory Services’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
-65,777
Closed -$1K – 224
2022
Q1 		$1K Buy
+65,777
New +$3.58M ﹤0.01% 311

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Bank of America
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
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFS Investment Advisory Services's AOR Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2022, closing a stake of 65,777 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in AOR in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 272 funds tracked by Wall St. Rank hold AOR as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 65,777 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $1K in Q1 2022.
  • 272 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.