CX Institutional’s Aaon AAON Stock Holding History

CX Institutional’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
2021 Q4	–	Sell	-269	Closed	-$12K	–	337
2021 Q3	$12K	Hold	269	–	–	﹤0.01%	804
2021 Q2	$11K	Buy	+269	New	+$11.8K	﹤0.01%	821

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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

CX Institutional's AAON Position: Q4 2021 in Review

CX Institutional sold out of Aaon (AAON) in Q4 2021, closing a stake of 269 shares — an estimated $12K sold.

CX Institutional first reported a position in AAON in Q2 2021 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 213 funds tracked by Wall St. Rank hold AAON as of Q4 2021.

CX Institutional reported no remaining Aaon position as of Q4 2021 after selling out during the quarter.
CX Institutional sold 269 Aaon shares in Q4 2021, an estimated $12K.
CX Institutional first reported a position in Aaon in Q2 2021 and held it in 2 quarters.
CX Institutional's Aaon position peaked at $12K in Q3 2021.
213 funds tracked by Wall St. Rank held Aaon as of Q4 2021.

Based on CX Institutional's 13F filing for Q4 2021, filed 18 Jan 2022.