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Coppell Advisory Solutions Corp’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Coppell Advisory Solutions Corp’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
-23
Closed -$1.08K – 247
2022
Q4 		$1.08K Buy
+23
New +$1.08K ﹤0.01% 932

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Coppell Advisory Solutions Corp's AOR Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 23 shares — an estimated $1.08K sold.

Coppell Advisory Solutions Corp first reported a position in AOR in Q4 2022 and held it in 1 quarter. The position peaked at $1.08K in Q4 2022. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 23 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $1.08K.
  • Coppell Advisory Solutions Corp first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.08K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.