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American Portfolios Advisors’s Aaon AAON Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$33.5K Buy
933
+33
+4% +$1.27K ﹤0.01% 1929
2022
Q2 		$32.8K Buy
900
+54
+6% +$1.89K ﹤0.01% 1994
2022
Q1 		$31.4K Sell
846
-30
-3% -$1.22K ﹤0.01% 2122
2021
Q4 		$46.4K Buy
876
+1
+0.1% +$50 ﹤0.01% 1902
2021
Q3 		$38.1K Hold
875
– – ﹤0.01% 1927
2021
Q2 		$36.5K Sell
875
-30
-3% -$1.32K ﹤0.01% 1896
2021
Q1 		$42.2K Sell
905
-15
-2% -$736 ﹤0.01% 1679
2020
Q4 		$40.8K Sell
920
-235
-20% -$9.93K ﹤0.01% 1499
2020
Q3 		$46.4K Sell
1,155
-29
-2% -$1.11K ﹤0.01% 1345
2020
Q2 		$42.9K Sell
1,184
-30
-2% -$1.01K ﹤0.01% 1340
2020
Q1 		$39.1K Buy
1,214
+30
+3% +$1.05K ﹤0.01% 1273
2019
Q4 		$39K Hold
1,184
– – ﹤0.01% 1444
2019
Q3 		$36.2K Hold
1,184
– – ﹤0.01% 1417
2019
Q2 		$39.6K Sell
1,184
-48
-4% -$1.52K ﹤0.01% 1371
2019
Q1 		$37.9K Sell
1,232
-3
-0.2% -$79 ﹤0.01% 1306
2018
Q4 		$28.8K Buy
1,235
+6
+0.5% +$144 ﹤0.01% 1240
2018
Q3 		$31K Buy
1,229
+36
+3% +$923 ﹤0.01% 1316
2018
Q2 		$26.4K Hold
1,193
– – ﹤0.01% 1353
2018
Q1 		$31K Sell
1,193
-45
-4% -$1.09K ﹤0.01% 1212
2017
Q4 		$30.3K Buy
+1,238
New +$29K ﹤0.01% 1179

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 $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

American Portfolios Advisors's AAON Position: Q3 2022 in Review

American Portfolios Advisors increased its Aaon (AAON) stake by 3.7% in Q3 2022, buying an estimated $1.27K and bringing the position to 933 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

American Portfolios Advisors first reported a position in AAON in Q4 2017 and has held it in 20 quarters since. The position peaked at $46.4K in Q3 2020. 221 funds tracked by Wall St. Rank hold AAON as of Q3 2022.

  • American Portfolios Advisors held 933 shares of Aaon worth $33.5K as of Q3 2022.
  • American Portfolios Advisors bought 33 Aaon shares in Q3 2022, an estimated $1.27K.
  • Aaon made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1929 holding.
  • American Portfolios Advisors first reported a position in Aaon in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Aaon position peaked at $46.4K in Q3 2020.
  • 221 funds tracked by Wall St. Rank held Aaon as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.