First Manhattan’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

First Manhattan’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	-20	Closed	–	–	1507
2022 Q2	$0	Sell	20 -560	-97%	-$28.2K	﹤0.01%	1541
2022 Q1	$31K	Buy	580 +30	+5%	+$1.63K	﹤0.01%	1083
2021 Q4	$31K	Hold	550	–	–	﹤0.01%	1088
2021 Q3	$30K	Buy	+550	New	+$31K	﹤0.01%	1090

Other funds holding AOR

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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 Concord, California $49B AUM 17.78% 1-Year Est. Return

First Manhattan's AOR Position: Q3 2022 in Review

First Manhattan sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2022, closing a stake of 20 shares.

First Manhattan first reported a position in AOR in Q3 2021 and held it in 4 quarters. The position peaked at $31K in Q1 2022. 258 funds tracked by Wall St. Rank hold AOR as of Q3 2022.

First Manhattan reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2022 after selling out during the quarter.
First Manhattan sold 20 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2022.
First Manhattan first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2021 and held it in 4 quarters.
First Manhattan's iShares Core 60/40 Balanced Allocation ETF position peaked at $31K in Q1 2022.
258 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2022.

Based on First Manhattan's 13F filing for Q3 2022, filed 14 Nov 2022.