BCWM
AAN

Bartlett & Co Wealth Management’s The Aaron's Company Inc AAN Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q2 		– Sell
-510
Closed -$13.1K – 1101
2021
Q1 		$13.1K Hold
510
– – ﹤0.01% 707
2020
Q4 		$9.67K Buy
+510
New +$9.39K ﹤0.01% 733

Other funds holding AAN

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bartlett & Co Wealth Management's AAN Position: Q2 2021 in Review

Bartlett & Co Wealth Management sold out of The Aaron's Company Inc (AAN) in Q2 2021, closing a stake of 510 shares — an estimated $13.1K sold.

Bartlett & Co Wealth Management first reported a position in AAN in Q4 2020 and held it in 2 quarters. The position peaked at $13.1K in Q1 2021. 182 funds tracked by Wall St. Rank hold AAN as of Q2 2021.

  • Bartlett & Co Wealth Management reported no remaining The Aaron's Company Inc position as of Q2 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 510 The Aaron's Company Inc shares in Q2 2021, an estimated $13.1K.
  • Bartlett & Co Wealth Management first reported a position in The Aaron's Company Inc in Q4 2020 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's The Aaron's Company Inc position peaked at $13.1K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q2 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2021, filed 14 Feb 2024.