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

Tompkins 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
2024
Q3 		– Sell
-73
Closed -$4.11K – 581
2024
Q2 		$4.11K Hold
73
– – ﹤0.01% 529
2024
Q1 		$4.06K Hold
73
– – ﹤0.01% 559
2023
Q4 		$3.88K Buy
+73
New +$3.69K ﹤0.01% 560

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Tompkins Financial's AOR Position: Q3 2024 in Review

Tompkins Financial sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2024, closing a stake of 73 shares — an estimated $4.11K sold.

Tompkins Financial first reported a position in AOR in Q4 2023 and held it in 3 quarters. The position peaked at $4.11K in Q2 2024. 341 funds tracked by Wall St. Rank hold AOR as of Q3 2024.

  • Tompkins Financial reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Tompkins Financial sold 73 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2024, an estimated $4.11K.
  • Tompkins Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and held it in 3 quarters.
  • Tompkins Financial's iShares Core 60/40 Balanced Allocation ETF position peaked at $4.11K in Q2 2024.
  • 341 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2024.

Based on Tompkins Financial's 13F filing for Q3 2024, filed 1 Nov 2024.