SIC
AOR icon

Salem Investment Counselors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Salem Investment Counselors’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
Q1 		– Sell
-240
Closed -$14K – 997
2021
Q4 		$14K Buy
+240
New +$13.6K ﹤0.01% 768

Other funds holding AOR

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Salem Investment Counselors's AOR Position: Q1 2022 in Review

Salem Investment Counselors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2022, closing a stake of 240 shares — an estimated $14K sold.

Salem Investment Counselors first reported a position in AOR in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 283 funds tracked by Wall St. Rank hold AOR as of Q1 2022.

  • Salem Investment Counselors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 240 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2022, an estimated $14K.
  • Salem Investment Counselors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and held it in 1 quarter.
  • Salem Investment Counselors's iShares Core 60/40 Balanced Allocation ETF position peaked at $14K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2022.

Based on Salem Investment Counselors's 13F filing for Q1 2022, filed 16 May 2022.