Laurel Wealth Advisors (California)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$350K	Buy	+7,426	New	+$349K	0.03%	454
2022 Q1	–	Sell	-3,545	Closed	-$202K	–	734
2021 Q4	$202K	Buy	+3,545	New	+$201K	0.02%	757

Other funds holding AOR

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AOR Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2022: 7,426 shares worth $350K. The stake represents 0.03% of the portfolio and ranks #454 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in AOR as recently as Q4 2021.

Laurel Wealth Advisors (California) first reported a position in AOR in Q4 2021 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold AOR as of Q4 2022.

Laurel Wealth Advisors (California) held 7,426 shares of iShares Core 60/40 Balanced Allocation ETF worth $350K as of Q4 2022.
iShares Core 60/40 Balanced Allocation ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
iShares Core 60/40 Balanced Allocation ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #454 holding.
Laurel Wealth Advisors (California) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 2 quarters since.
318 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.