Great Point Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Great Point Wealth Advisors’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	-12,902	Closed	-$716K	–	60
2021 Q3	$716K	Buy	12,902 +9	+0.1%	+$508	0.25%	31
2021 Q2	$722K	Sell	12,893 -180	-1%	-$9.94K	0.25%	30
2021 Q1	$700K	Sell	13,073 -1,244	-9%	-$66.2K	0.27%	27
2020 Q4	$747K	Buy	+14,317	New	+$720K	0.32%	28

Other funds holding AOR

Wells Fargo San Francisco, California $530B AUM 22.01% 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

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Great Point Wealth Advisors's AOR Position: Q4 2021 in Review

Great Point Wealth Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2021, closing a stake of 12,902 shares — an estimated $716K sold.

Great Point Wealth Advisors first reported a position in AOR in Q4 2020 and held it in 4 quarters. The position peaked at $747K in Q4 2020. 297 funds tracked by Wall St. Rank hold AOR as of Q4 2021.

Great Point Wealth Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2021 after selling out during the quarter.
Great Point Wealth Advisors sold 12,902 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2021, an estimated $716K.
Great Point Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and held it in 4 quarters.
Great Point Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $747K in Q4 2020.
297 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2021.

Based on Great Point Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.