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Abound Wealth Management’s Aaon AAON Stock Holding History

Abound 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
Q2 		– Sell
-5
Closed -$441 – 1171
2024
Q1 		$441 Buy
+5
New +$392 ﹤0.01% 935
2023
Q4 		– Sell
-4
Closed -$228 – 1329
2023
Q3 		$228 Sell
4
-1
-20% -$64 ﹤0.01% 1081
2023
Q2 		$285 Buy
+5
New +$316 ﹤0.01% 1069

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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

Abound Wealth Management's AAON Position: Q2 2024 in Review

Abound Wealth Management sold out of Aaon (AAON) in Q2 2024, closing a stake of 5 shares — an estimated $441 sold.

Abound Wealth Management first reported a position in AAON in Q2 2023 and held it in 3 quarters. The position peaked at $441 in Q1 2024. 361 funds tracked by Wall St. Rank hold AAON as of Q2 2024.

  • Abound Wealth Management reported no remaining Aaon position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 5 Aaon shares in Q2 2024, an estimated $441.
  • Abound Wealth Management first reported a position in Aaon in Q2 2023 and held it in 3 quarters.
  • Abound Wealth Management's Aaon position peaked at $441 in Q1 2024.
  • 361 funds tracked by Wall St. Rank held Aaon as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.