Center for Financial Planning’s American Oncology Network, Inc. Class A Common Stock AONC Stock Holding History

Center for Financial Planning’s Portfolio AONC Stock Details AONC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-334	Closed	-$1.83K	–	631
2024 Q1	$1.83K	Buy	+334	New	+$1.93K	﹤0.01%	524

Other funds holding AONC

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Center for Financial Planning's AONC Position: Q2 2024 in Review

Center for Financial Planning sold out of American Oncology Network, Inc. Class A Common Stock (AONC) in Q2 2024, closing a stake of 334 shares — an estimated $1.83K sold.

Center for Financial Planning first reported a position in AONC in Q1 2024 and held it in 1 quarter. The position peaked at $1.83K in Q1 2024. 2 funds tracked by Wall St. Rank hold AONC as of Q2 2024.

Center for Financial Planning reported no remaining American Oncology Network, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
Center for Financial Planning sold 334 American Oncology Network, Inc. Class A Common Stock shares in Q2 2024, an estimated $1.83K.
Center for Financial Planning first reported a position in American Oncology Network, Inc. Class A Common Stock in Q1 2024 and held it in 1 quarter.
Center for Financial Planning's American Oncology Network, Inc. Class A Common Stock position peaked at $1.83K in Q1 2024.
2 funds tracked by Wall St. Rank held American Oncology Network, Inc. Class A Common Stock as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.