CWM
AAN.A

Cornerstone Wealth Management’s The Aaron's Company Inc Class A AAN.A Stock Holding History

Cornerstone Wealth Management’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
2019
Q2 		– Sell
-2,903
Closed -$350K – 536
2019
Q1 		$350K Buy
+2,903
New +$350K 0.04% 346
2018
Q4 		– Sell
-80,447
Closed -$1.83M – 1344
2018
Q3 		$1.83M Buy
80,447
+65,698
+445% +$1.49M 0.02% 528
2018
Q2 		$334K Buy
+14,749
New +$334K ﹤0.01% 1154

Other funds holding AAN.A

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Cornerstone Wealth Management's AAN.A Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of The Aaron's Company Inc Class A (AAN.A) in Q2 2019, closing a stake of 2,903 shares — an estimated $350K sold.

Cornerstone Wealth Management first reported a position in AAN.A in Q2 2018 and held it in 3 quarters. The position peaked at $1.83M in Q3 2018. 276 funds tracked by Wall St. Rank hold AAN.A as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining The Aaron's Company Inc Class A position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,903 The Aaron's Company Inc Class A shares in Q2 2019, an estimated $350K.
  • Cornerstone Wealth Management first reported a position in The Aaron's Company Inc Class A in Q2 2018 and held it in 3 quarters.
  • Cornerstone Wealth Management's The Aaron's Company Inc Class A position peaked at $1.83M in Q3 2018.
  • 276 funds tracked by Wall St. Rank held The Aaron's Company Inc Class A as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.