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Curi Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-400
Closed -$19K – 210
2022
Q2 		$19K Buy
+400
New +$20.1K ﹤0.01% 307

Other funds holding AOR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Curi Wealth Management's AOR Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2022, closing a stake of 400 shares — an estimated $19K sold.

Curi Wealth Management first reported a position in AOR in Q2 2022 and held it in 1 quarter. The position peaked at $19K in Q2 2022. 258 funds tracked by Wall St. Rank hold AOR as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 400 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2022, an estimated $19K.
  • Curi Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $19K in Q2 2022.
  • 258 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.