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Chilton Investment Company’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Chilton Investment Company’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
2023
Q1 		– Sell
-4,609
Closed -$217K – 151
2022
Q4 		$217K Buy
+4,609
New +$217K 0.01% 132

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Chilton Investment Company's AOR Position: Q1 2023 in Review

Chilton Investment Company sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 4,609 shares — an estimated $217K sold.

Chilton Investment Company first reported a position in AOR in Q4 2022 and held it in 1 quarter. The position peaked at $217K in Q4 2022. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

  • Chilton Investment Company reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Chilton Investment Company sold 4,609 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $217K.
  • Chilton Investment Company first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Chilton Investment Company's iShares Core 60/40 Balanced Allocation ETF position peaked at $217K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on Chilton Investment Company's 13F filing for Q1 2023, filed 15 May 2023.