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Phoenix Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Phoenix Wealth Advisors’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
2021
Q4 		– Sell
-60
Closed -$3K – 131
2021
Q3 		$3K Hold
60
– – ﹤0.01% 349
2021
Q2 		$3K Hold
60
– – ﹤0.01% 340
2021
Q1 		$3K Hold
60
– – ﹤0.01% 334
2020
Q4 		$3K Buy
+60
New +$3.02K ﹤0.01% 321

Other funds holding AOR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Phoenix Wealth Advisors's AOR Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2021, closing a stake of 60 shares — an estimated $3K sold.

Phoenix Wealth Advisors first reported a position in AOR in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 297 funds tracked by Wall St. Rank hold AOR as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 60 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2021, an estimated $3K.
  • Phoenix Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $3K in Q3 2021.
  • 297 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.