Continuum Advisory’s Aaon AAON Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-40	Closed	-$3.11K	–	1705
2024 Q1	$3.11K	Buy	+40	New	+$3.13K	﹤0.01%	1181

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

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

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

CCA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GCM

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

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

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

Continuum Advisory's AAON Position: Q2 2024 in Review

Continuum Advisory sold out of Aaon (AAON) in Q2 2024, closing a stake of 40 shares — an estimated $3.11K sold.

Continuum Advisory first reported a position in AAON in Q1 2024 and held it in 1 quarter. The position peaked at $3.11K in Q1 2024. 361 funds tracked by Wall St. Rank hold AAON as of Q2 2024.

Continuum Advisory reported no remaining Aaon position as of Q2 2024 after selling out during the quarter.
Continuum Advisory sold 40 Aaon shares in Q2 2024, an estimated $3.11K.
Continuum Advisory first reported a position in Aaon in Q1 2024 and held it in 1 quarter.
Continuum Advisory's Aaon position peaked at $3.11K in Q1 2024.
361 funds tracked by Wall St. Rank held Aaon as of Q2 2024.

Based on Continuum Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.