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Cetera Advisor Networks’s Aaon AAON Stock Holding History

Cetera Advisor Networks’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
Q1 		$348K Sell
3,951
-424
-10% -$33.2K ﹤0.01% 2177
2023
Q4 		$323K Sell
4,375
-10
-0.2% -$617 ﹤0.01% 2194
2023
Q3 		$249K Buy
+4,385
New +$279K ﹤0.01% 2267
2020
Q3 		– Sell
-65
Closed -$2K – 1240
2020
Q2 		$2K Buy
+65
New +$2.18K ﹤0.01% 3199

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cetera Advisor Networks's AAON Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Aaon (AAON) stake by 9.7% in Q1 2024, selling an estimated $33.2K and leaving 3,951 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Cetera Advisor Networks first reported a position in AAON in Q2 2020 and has held it in 4 quarters since. 331 funds tracked by Wall St. Rank hold AAON as of Q1 2024.

  • Cetera Advisor Networks held 3,951 shares of Aaon worth $348K as of Q1 2024.
  • Cetera Advisor Networks sold 424 Aaon shares in Q1 2024, an estimated $33.2K.
  • Aaon made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2177 holding.
  • Cetera Advisor Networks first reported a position in Aaon in Q2 2020 and has held it in 4 quarters since.
  • 331 funds tracked by Wall St. Rank held Aaon as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.