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Global Financial Private Client’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Global Financial Private Client’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
2020
Q2 		– Sell
-360
Closed -$14.6K – 510
2020
Q1 		$14.6K Hold
360
– – 0.02% 328
2019
Q4 		$17.2K Buy
+360
New +$16.9K 0.01% 344

Other funds holding AOR

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Client's AOR Position: Q2 2020 in Review

Global Financial Private Client sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2020, closing a stake of 360 shares — an estimated $14.6K sold.

Global Financial Private Client first reported a position in AOR in Q4 2019 and held it in 2 quarters. The position peaked at $17.2K in Q4 2019. 193 funds tracked by Wall St. Rank hold AOR as of Q2 2020.

  • Global Financial Private Client reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • Global Financial Private Client sold 360 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2020, an estimated $14.6K.
  • Global Financial Private Client first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and held it in 2 quarters.
  • Global Financial Private Client's iShares Core 60/40 Balanced Allocation ETF position peaked at $17.2K in Q4 2019.
  • 193 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2020.

Based on Global Financial Private Client's 13F filing for Q2 2020, filed 16 May 2024.