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

TFC Financial Management’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
2023
Q4 		– Sell
-271
Closed -$13.4K – 663
2023
Q3 		$13.4K Buy
+271
New +$13.8K ﹤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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

TFC Financial Management's AOR Position: Q4 2023 in Review

TFC Financial Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2023, closing a stake of 271 shares — an estimated $13.4K sold.

TFC Financial Management first reported a position in AOR in Q3 2023 and held it in 1 quarter. The position peaked at $13.4K in Q3 2023. 339 funds tracked by Wall St. Rank hold AOR as of Q4 2023.

  • TFC Financial Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • TFC Financial Management sold 271 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2023, an estimated $13.4K.
  • TFC Financial Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and held it in 1 quarter.
  • TFC Financial Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $13.4K in Q3 2023.
  • 339 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2023.

Based on TFC Financial Management's 13F filing for Q4 2023, filed 25 Jan 2024.