Sargent Bickham Lagudis’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Sargent Bickham Lagudis’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	$20.8K	Buy	442 +2	+0.5%	+$94	﹤0.01%	598
2022 Q3	$20K	Buy	440 +3	+0.7%	+$145	﹤0.01%	568
2022 Q2	$21K	Buy	437 +1	+0.2%	+$50	﹤0.01%	578
2022 Q1	$24K	Hold	436	–	–	﹤0.01%	575
2021 Q4	$25K	Buy	436 +4	+0.9%	+$227	﹤0.01%	558
2021 Q3	$24K	Buy	432 +2	+0.5%	+$113	﹤0.01%	572
2021 Q2	$24K	Buy	430 +1	+0.2%	+$55	﹤0.01%	576
2021 Q1	$23K	Sell	429 -427	-50%	-$22.7K	﹤0.01%	564
2020 Q4	$45K	Buy	856 +3	+0.4%	+$151	﹤0.01%	440
2020 Q3	$41K	Buy	853 +5	+0.6%	+$241	﹤0.01%	409
2020 Q2	$39K	Buy	848 +4	+0.5%	+$178	﹤0.01%	384
2020 Q1	$35K	Buy	+844	New	+$38.7K	﹤0.01%	382
2016 Q2	–	Sell	-5,453	Closed	-$215K	–	710
2016 Q1	$215K	Buy	+5,453	New	+$206K	0.03%	197

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 $4.05B AUM 19.01% 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

Sargent Bickham Lagudis's AOR Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.45% in Q4 2022, buying an estimated $94 and bringing the position to 442 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Sargent Bickham Lagudis first reported a position in AOR in Q1 2016 and has held it in 13 quarters since. The position peaked at $215K in Q1 2016. 318 funds tracked by Wall St. Rank hold AOR as of Q4 2022.

Sargent Bickham Lagudis held 442 shares of iShares Core 60/40 Balanced Allocation ETF worth $20.8K as of Q4 2022.
Sargent Bickham Lagudis bought 2 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2022, an estimated $94.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #598 holding.
Sargent Bickham Lagudis first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2016 and has held it in 13 quarters since.
Sargent Bickham Lagudis's iShares Core 60/40 Balanced Allocation ETF position peaked at $215K in Q1 2016.
318 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.