CAPTRUST Financial Advisors
AAN.A

CAPTRUST Financial Advisors’s The Aaron's Company Inc Class A AAN.A Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AAN.A Stock Details AAN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,550
Closed -$297K – 3421
2020
Q2 		$297K Buy
6,550
+2,727
+71% +$124K ﹤0.01% 874
2020
Q1 		$76K Buy
3,823
+139
+4% +$2.76K ﹤0.01% 1238
2019
Q4 		$213K Buy
+3,684
New +$213K ﹤0.01% 960

Other funds holding AAN.A

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors's AAN.A Position: Q3 2020 in Review

CAPTRUST Financial Advisors sold out of The Aaron's Company Inc Class A (AAN.A) in Q3 2020, closing a stake of 6,550 shares — an estimated $297K sold.

CAPTRUST Financial Advisors first reported a position in AAN.A in Q4 2019 and held it in 3 quarters. The position peaked at $297K in Q2 2020. 266 funds tracked by Wall St. Rank hold AAN.A as of Q3 2020.

  • CAPTRUST Financial Advisors reported no remaining The Aaron's Company Inc Class A position as of Q3 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 6,550 The Aaron's Company Inc Class A shares in Q3 2020, an estimated $297K.
  • CAPTRUST Financial Advisors first reported a position in The Aaron's Company Inc Class A in Q4 2019 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's The Aaron's Company Inc Class A position peaked at $297K in Q2 2020.
  • 266 funds tracked by Wall St. Rank held The Aaron's Company Inc Class A as of Q3 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.