Allworth Financial’s The Aaron's Company Inc AAN Stock Holding History

Allworth Financial’s Portfolio AAN Stock Details AAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3	Closed	-$32	–	3651
2023 Q3	$32	Sell	3 -95	-97%	-$1.21K	﹤0.01%	3381
2023 Q2	$1.39K	Hold	98	–	–	﹤0.01%	2635
2023 Q1	$947	Buy	+98	New	+$1.26K	﹤0.01%	2691
2022 Q3	–	Sell	-18	Closed	–	–	3185
2022 Q2	$0	Buy	+18	New	+$344	﹤0.01%	2900

Other funds holding AAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SCM

Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's AAN Position: Q4 2023 in Review

Allworth Financial sold out of The Aaron's Company Inc (AAN) in Q4 2023, closing a stake of 3 shares — an estimated $32 sold.

Allworth Financial first reported a position in AAN in Q2 2022 and held it in 4 quarters. The position peaked at $1.39K in Q2 2023. 163 funds tracked by Wall St. Rank hold AAN as of Q4 2023.

Allworth Financial reported no remaining The Aaron's Company Inc position as of Q4 2023 after selling out during the quarter.
Allworth Financial sold 3 The Aaron's Company Inc shares in Q4 2023, an estimated $32.
Allworth Financial first reported a position in The Aaron's Company Inc in Q2 2022 and held it in 4 quarters.
Allworth Financial's The Aaron's Company Inc position peaked at $1.39K in Q2 2023.
163 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.