Hexagon Capital Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Hexagon Capital Partners’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
2023 Q1	–	Sell	-12	Closed	-$568	–	1453
2022 Q4	$568	Buy	12 +3	+33%	+$141	﹤0.01%	1278
2022 Q3	$0	Buy	9 +1	+13%	+$48	﹤0.01%	1288
2022 Q2	$0	Hold	8	–	–	﹤0.01%	1167
2022 Q1	$0	Buy	8 +1	+14%	+$54	﹤0.01%	915
2021 Q4	$0	Hold	7	–	–	﹤0.01%	844
2021 Q3	$0	Hold	7	–	–	﹤0.01%	846
2021 Q2	$0	Buy	+7	New	+$387	﹤0.01%	805

Other funds holding AOR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SWPG

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Hexagon Capital Partners's AOR Position: Q1 2023 in Review

Hexagon Capital Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 12 shares — an estimated $568 sold.

Hexagon Capital Partners first reported a position in AOR in Q2 2021 and held it in 7 quarters. The position peaked at $568 in Q4 2022. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

Hexagon Capital Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
Hexagon Capital Partners sold 12 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $568.
Hexagon Capital Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2021 and held it in 7 quarters.
Hexagon Capital Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $568 in Q4 2022.
293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on Hexagon Capital Partners's 13F filing for Q1 2023, filed 24 Apr 2023.