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Abich Financial Wealth Management’s Aaon AAON Stock Holding History

Abich Financial Wealth Management’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$87 – 381
2024
Q2 		$87 Buy
+1
New +$82 ﹤0.01% 780

Other funds holding AAON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Abich Financial Wealth Management's AAON Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Aaon (AAON) in Q3 2024, closing a stake of 1 share — an estimated $87 sold.

Abich Financial Wealth Management first reported a position in AAON in Q2 2024 and held it in 1 quarter. The position peaked at $87 in Q2 2024. 381 funds tracked by Wall St. Rank hold AAON as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Aaon position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 1 Aaon share in Q3 2024, an estimated $87.
  • Abich Financial Wealth Management first reported a position in Aaon in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Aaon position peaked at $87 in Q2 2024.
  • 381 funds tracked by Wall St. Rank held Aaon as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.