Patriot Financial Group Insurance Agency’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-30	Closed	-$1K	–	476
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	1853
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	1827
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	1911
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	1907
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	1842
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	1745
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	1606
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	1511
2020 Q2	$1K	Buy	+30	New	+$1.33K	﹤0.01%	1468
2018 Q4	–	Sell	-231	Closed	-$10K	–	975
2018 Q3	$10K	Buy	+231	New	+$10.3K	0.01%	616
2018 Q2	–	Sell	-231	Closed	-$10K	–	601
2018 Q1	$10K	Hold	231	–	–	0.01%	592
2017 Q4	$11K	Buy	231 +3	+1%	+$136	0.01%	566
2017 Q3	$10K	Buy	228 +1	+0.4%	+$44	0.01%	541
2017 Q2	$10K	Buy	227 +102	+82%	+$4.4K	0.01%	522
2017 Q1	$5K	Sell	125 -102	-45%	-$4.25K	0.01%	607
2016 Q4	$9K	Buy	+227	New	+$9.19K	0.01%	471

Other funds holding AOR

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

BlackRock New York $6.73T AUM 46.02% 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 $2.31B AUM 21.64% 1-Year Est. Return

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

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

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

SWPG

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AOR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2022, closing a stake of 30 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in AOR in Q4 2016 and held it in 16 quarters. The position peaked at $11K in Q4 2017. 258 funds tracked by Wall St. Rank hold AOR as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 30 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2016 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's iShares Core 60/40 Balanced Allocation ETF position peaked at $11K in Q4 2017.
258 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.