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B. Riley Wealth Advisors’s Aaon AAON Stock Holding History

B. Riley Wealth 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
2024
Q3 		– Sell
-6,495
Closed -$567K – 1264
2024
Q2 		$567K Buy
6,495
+1,582
+32% +$129K 0.01% 763
2024
Q1 		$279K Buy
4,913
+191
+4% +$15K 0.01% 1073
2023
Q4 		$349K Sell
4,722
-191
-4% -$11.8K 0.01% 983
2023
Q3 		$279K Sell
4,913
-5,379
-52% -$342K 0.01% 1073
2023
Q2 		$651K Buy
+10,292
New +$651K 0.01% 744

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

B. Riley Wealth Advisors's AAON Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Aaon (AAON) in Q3 2024, closing a stake of 6,495 shares — an estimated $567K sold.

B. Riley Wealth Advisors first reported a position in AAON in Q2 2023 and held it in 5 quarters. The position peaked at $651K in Q2 2023. 381 funds tracked by Wall St. Rank hold AAON as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Aaon position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,495 Aaon shares in Q3 2024, an estimated $567K.
  • B. Riley Wealth Advisors first reported a position in Aaon in Q2 2023 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Aaon position peaked at $651K in Q2 2023.
  • 381 funds tracked by Wall St. Rank held Aaon as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.