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Advisornet Financial’s Aaon AAON Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-13
Closed -$960 – 2031
2023
Q4 		$960 Buy
13
+2
+18% +$123 ﹤0.01% 1900
2023
Q3 		$626 Sell
11
-4
-27% -$254 ﹤0.01% 1928
2023
Q2 		$948 Buy
15
+1
+7% +$63 ﹤0.01% 1896
2023
Q1 		$870 Hold
14
– – ﹤0.01% 1918
2022
Q4 		$678 Buy
+14
New +$653 ﹤0.01% 1953

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisornet Financial's AAON Position: Q1 2024 in Review

Advisornet Financial sold out of Aaon (AAON) in Q1 2024, closing a stake of 13 shares — an estimated $960 sold.

Advisornet Financial first reported a position in AAON in Q4 2022 and held it in 5 quarters. The position peaked at $960 in Q4 2023. 331 funds tracked by Wall St. Rank hold AAON as of Q1 2024.

  • Advisornet Financial reported no remaining Aaon position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 13 Aaon shares in Q1 2024, an estimated $960.
  • Advisornet Financial first reported a position in Aaon in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's Aaon position peaked at $960 in Q4 2023.
  • 331 funds tracked by Wall St. Rank held Aaon as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.