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Godsey & Gibb Inc’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Godsey & Gibb Inc’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
2021
Q4 		– Sell
-812
Closed -$45K – 104
2021
Q3 		$45K Hold
812
– – 0.02% 45
2021
Q2 		$45K Buy
+812
New +$44.9K 0.03% 44

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Godsey & Gibb Inc's AOR Position: Q4 2021 in Review

Godsey & Gibb Inc sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2021, closing a stake of 812 shares — an estimated $45K sold.

Godsey & Gibb Inc first reported a position in AOR in Q2 2021 and held it in 2 quarters. The position peaked at $45K in Q3 2021. 297 funds tracked by Wall St. Rank hold AOR as of Q4 2021.

  • Godsey & Gibb Inc reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Godsey & Gibb Inc sold 812 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2021, an estimated $45K.
  • Godsey & Gibb Inc first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2021 and held it in 2 quarters.
  • Godsey & Gibb Inc's iShares Core 60/40 Balanced Allocation ETF position peaked at $45K in Q3 2021.
  • 297 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2021.

Based on Godsey & Gibb Inc's 13F filing for Q4 2021, filed 15 Feb 2022.