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

Lake Point Wealth Management’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
2022 Q2	$16K	Buy	332 +1	+0.3%	+$50	0.01%	127
2022 Q1	$18K	Hold	331	–	–	0.01%	116
2021 Q4	$19K	Buy	331 +1	+0.3%	+$57	0.01%	123
2021 Q3	$18K	Buy	330 +1	+0.3%	+$56	0.01%	111
2021 Q2	$18K	Buy	+329	New	+$18.2K	0.01%	127
2020 Q1	$13K	Hold	326	–	–	0.01%	94
2019 Q4	$16K	Buy	+326	New	+$15.3K	0.01%	227
2019 Q2	$22K	Hold	475	–	–	0.01%	231
2019 Q1	$22K	Sell	475 -289	-38%	-$12.6K	0.01%	231
2018 Q4	$32K	Buy	+764	New	+$32.7K	0.01%	296

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

BIA

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

SWPG

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Lake Point Wealth Management's AOR Position: Q2 2022 in Review

Lake Point Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.3% in Q2 2022, buying an estimated $50 and bringing the position to 332 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #127.

Lake Point Wealth Management first reported a position in AOR in Q4 2018 and has held it in 10 quarters since. The position peaked at $32K in Q4 2018. 272 funds tracked by Wall St. Rank hold AOR as of Q2 2022.

Lake Point Wealth Management held 332 shares of iShares Core 60/40 Balanced Allocation ETF worth $16K as of Q2 2022.
Lake Point Wealth Management bought 1 iShares Core 60/40 Balanced Allocation ETF share in Q2 2022, an estimated $50.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #127 holding.
Lake Point Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $32K in Q4 2018.
272 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.