Synovus Financial’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Synovus Financial’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
2020 Q2	–	Sell	-2,146	Closed	-$89K	–	1583
2020 Q1	$89K	Buy	+2,146	New	+$98.5K	﹤0.01%	950
2017 Q3	–	Sell	-11,125	Closed	-$485K	–	577
2017 Q2	$485K	Buy	+11,125	New	+$480K	0.01%	419
2017 Q1	–	Sell	-1,241	Closed	-$50K	–	1098
2016 Q4	$50K	Buy	+1,241	New	+$50.2K	﹤0.01%	722

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Synovus Financial's AOR Position: Q2 2020 in Review

Synovus Financial sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2020, closing a stake of 2,146 shares — an estimated $89K sold.

Synovus Financial first reported a position in AOR in Q4 2016 and held it in 3 quarters. The position peaked at $485K in Q2 2017. 193 funds tracked by Wall St. Rank hold AOR as of Q2 2020.

Synovus Financial reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2020 after selling out during the quarter.
Synovus Financial sold 2,146 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2020, an estimated $89K.
Synovus Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2016 and held it in 3 quarters.
Synovus Financial's iShares Core 60/40 Balanced Allocation ETF position peaked at $485K in Q2 2017.
193 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2020.

Based on Synovus Financial's 13F filing for Q2 2020, filed 10 Aug 2020.