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ShoreHaven Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

ShoreHaven Wealth Partners’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
Q1 		– Sell
-57
Closed -$3K – 277
2020
Q4 		$3K Buy
+57
New +$2.87K ﹤0.01% 207

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ShoreHaven Wealth Partners's AOR Position: Q1 2021 in Review

ShoreHaven Wealth Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2021, closing a stake of 57 shares — an estimated $3K sold.

ShoreHaven Wealth Partners first reported a position in AOR in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 248 funds tracked by Wall St. Rank hold AOR as of Q1 2021.

  • ShoreHaven Wealth Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 57 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2021, an estimated $3K.
  • ShoreHaven Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $3K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.