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Nachman Norwood & Parrott’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-875
Closed -$42K – 308
2020
Q3 		$42K Buy
+875
New +$42.2K 0.01% 482

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Nachman Norwood & Parrott's AOR Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2020, closing a stake of 875 shares — an estimated $42K sold.

Nachman Norwood & Parrott first reported a position in AOR in Q3 2020 and held it in 1 quarter. The position peaked at $42K in Q3 2020. 232 funds tracked by Wall St. Rank hold AOR as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 875 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2020, an estimated $42K.
  • Nachman Norwood & Parrott first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Core 60/40 Balanced Allocation ETF position peaked at $42K in Q3 2020.
  • 232 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.