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Watson Rebecca’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Watson Rebecca’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
Q3 		– Sell
-1,363
Closed -$63K – 96
2020
Q2 		$63K Buy
+1,363
New +$60.5K 0.04% 140

Other funds holding AOR

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
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Watson Rebecca's AOR Position: Q3 2020 in Review

Watson Rebecca sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2020, closing a stake of 1,363 shares — an estimated $63K sold.

Watson Rebecca first reported a position in AOR in Q2 2020 and held it in 1 quarter. The position peaked at $63K in Q2 2020. 206 funds tracked by Wall St. Rank hold AOR as of Q3 2020.

  • Watson Rebecca reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Watson Rebecca sold 1,363 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2020, an estimated $63K.
  • Watson Rebecca first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2020 and held it in 1 quarter.
  • Watson Rebecca's iShares Core 60/40 Balanced Allocation ETF position peaked at $63K in Q2 2020.
  • 206 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.