Corient Private Wealth
AAN

Corient Private Wealth’s The Aaron's Company Inc AAN Stock Holding History

Corient Private Wealth’s Portfolio AAN Stock Details AAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,794
Closed -$167K – 2251
2023
Q2 		$167K Buy
11,794
+1,274
+12% +$15.7K ﹤0.01% 1906
2023
Q1 		$102K Buy
+10,520
New +$135K ﹤0.01% 1885

Other funds holding AAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corient Private Wealth's AAN Position: Q3 2023 in Review

Corient Private Wealth sold out of The Aaron's Company Inc (AAN) in Q3 2023, closing a stake of 11,794 shares — an estimated $167K sold.

Corient Private Wealth first reported a position in AAN in Q1 2023 and held it in 2 quarters. The position peaked at $167K in Q2 2023. 165 funds tracked by Wall St. Rank hold AAN as of Q3 2023.

  • Corient Private Wealth reported no remaining The Aaron's Company Inc position as of Q3 2023 after selling out during the quarter.
  • Corient Private Wealth sold 11,794 The Aaron's Company Inc shares in Q3 2023, an estimated $167K.
  • Corient Private Wealth first reported a position in The Aaron's Company Inc in Q1 2023 and held it in 2 quarters.
  • Corient Private Wealth's The Aaron's Company Inc position peaked at $167K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q3 2023.

Based on Corient Private Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.