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Winslow Evans & Crocker’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Winslow Evans & Crocker’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
Q4 		– Sell
-165
Closed -$8K – 1309
2020
Q3 		$8K Hold
165
– – ﹤0.01% 789
2020
Q2 		$8K Sell
165
-1
-0.6% -$44 ﹤0.01% 777
2020
Q1 		$8K Hold
166
– – ﹤0.01% 731
2019
Q4 		$8K Hold
166
– – ﹤0.01% 846
2019
Q3 		$8K Hold
166
– – ﹤0.01% 838
2019
Q2 		$8K Hold
166
– – ﹤0.01% 856
2019
Q1 		$8K Hold
166
– – ﹤0.01% 844
2018
Q4 		$8K Sell
166
-500
-75% -$21.4K ﹤0.01% 795
2018
Q3 		$32K Hold
666
– – 0.01% 560
2018
Q2 		$30K Hold
666
– – 0.01% 592
2018
Q1 		$29.6K Hold
666
– – 0.01% 585
2017
Q4 		$29.9K Sell
666
-300
-31% -$13.6K 0.01% 590
2017
Q3 		$43.3K Buy
966
+1
+0.1% +$44 0.01% 508
2017
Q2 		$42.1K Sell
965
-51
-5% -$2.2K 0.01% 593
2017
Q1 		$43K Hold
1,016
– – 0.01% 568
2016
Q4 		$41.2K Hold
1,016
– – 0.01% 573
2016
Q3 		$41.8K Sell
1,016
-50
-5% -$2.04K 0.01% 583
2016
Q2 		$42.6K Buy
1,066
+1
+0.1% +$40 0.01% 549
2016
Q1 		$42K Sell
1,065
-25
-2% -$947 0.01% 544
2015
Q4 		$42.4K Buy
1,090
+340
+45% +$13.4K 0.01% 567
2015
Q3 		$28.6K Sell
750
-442
-37% -$17.5K 0.01% 629
2015
Q2 		$48.3K Buy
1,192
+546
+85% +$22.5K 0.01% 556
2015
Q1 		$26.4K Buy
646
+146
+29% +$5.91K 0.01% 673
2014
Q4 		$20.1K Hold
500
– – 0.01% 729
2014
Q3 		$19.7K Buy
+500
New +$20K 0.01% 743

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Winslow Evans & Crocker's AOR Position: Q4 2020 in Review

Winslow Evans & Crocker sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2020, closing a stake of 165 shares — an estimated $8K sold.

Winslow Evans & Crocker first reported a position in AOR in Q3 2014 and held it in 25 quarters. The position peaked at $48.3K in Q2 2015. 232 funds tracked by Wall St. Rank hold AOR as of Q4 2020.

  • Winslow Evans & Crocker reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 165 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2020, an estimated $8K.
  • Winslow Evans & Crocker first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2014 and held it in 25 quarters.
  • Winslow Evans & Crocker's iShares Core 60/40 Balanced Allocation ETF position peaked at $48.3K in Q2 2015.
  • 232 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.