Trivium Point Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
Other funds holding AOR
WA
HHGA
SWPG
WSTAM
Trivium Point Advisory's AOR Position: Q1 2022 in Review
Trivium Point Advisory sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2022, closing a stake of 4,812 shares — an estimated $275K sold.
Trivium Point Advisory first reported a position in AOR in Q2 2021 and held it in 3 quarters. The position peaked at $275K in Q4 2021. 283 funds tracked by Wall St. Rank hold AOR as of Q1 2022.
- Trivium Point Advisory reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2022 after selling out during the quarter.
- Trivium Point Advisory sold 4,812 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2022, an estimated $275K.
- Trivium Point Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2021 and held it in 3 quarters.
- Trivium Point Advisory's iShares Core 60/40 Balanced Allocation ETF position peaked at $275K in Q4 2021.
- 283 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2022.
Based on Trivium Point Advisory's 13F filing for Q1 2022, filed 16 May 2022.