Berry Wealth Group’s Aaon AAON Stock Holding History

Berry Wealth Group’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 Q4	–	Sell	-2,085	Closed	-$225K	–	97
2024 Q3	$225K	Buy	+2,085	New	+$190K	0.16%	83

Other funds holding AAON

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berry Wealth Group's AAON Position: Q4 2024 in Review

Berry Wealth Group sold out of Aaon (AAON) in Q4 2024, closing a stake of 2,085 shares — an estimated $225K sold.

Berry Wealth Group first reported a position in AAON in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 422 funds tracked by Wall St. Rank hold AAON as of Q4 2024.

Berry Wealth Group reported no remaining Aaon position as of Q4 2024 after selling out during the quarter.
Berry Wealth Group sold 2,085 Aaon shares in Q4 2024, an estimated $225K.
Berry Wealth Group first reported a position in Aaon in Q3 2024 and held it in 1 quarter.
Berry Wealth Group's Aaon position peaked at $225K in Q3 2024.
422 funds tracked by Wall St. Rank held Aaon as of Q4 2024.

Based on Berry Wealth Group's 13F filing for Q4 2024, filed 24 Jan 2025.