HBK Sorce Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
Other funds holding AOR
AL
SWPG
BIA
HBK Sorce Advisory's AOR Position: Q1 2023 in Review
HBK Sorce Advisory sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 380,000 shares — an estimated $409K sold.
HBK Sorce Advisory first reported a position in AOR in Q3 2022 and held it in 2 quarters. The position peaked at $409K in Q4 2022. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.
- HBK Sorce Advisory reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
- HBK Sorce Advisory sold 380,000 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $409K.
- HBK Sorce Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2022 and held it in 2 quarters.
- HBK Sorce Advisory's iShares Core 60/40 Balanced Allocation ETF position peaked at $409K in Q4 2022.
- 293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.
Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.