Empower Advisory Group
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Empower Advisory Group’s Aaon AAON Stock Holding History

Empower Advisory Group’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
2023
Q3 		– Sell
-3,386
Closed -$214K – 460
2023
Q2 		$214K Sell
3,386
-4,401
-57% -$278K ﹤0.01% 458
2023
Q1 		$504K Buy
+7,787
New +$428K ﹤0.01% 308

Other funds holding AAON

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Empower Advisory Group's AAON Position: Q3 2023 in Review

Empower Advisory Group sold out of Aaon (AAON) in Q3 2023, closing a stake of 3,386 shares — an estimated $214K sold.

Empower Advisory Group first reported a position in AAON in Q1 2023 and held it in 2 quarters. The position peaked at $504K in Q1 2023. 291 funds tracked by Wall St. Rank hold AAON as of Q3 2023.

  • Empower Advisory Group reported no remaining Aaon position as of Q3 2023 after selling out during the quarter.
  • Empower Advisory Group sold 3,386 Aaon shares in Q3 2023, an estimated $214K.
  • Empower Advisory Group first reported a position in Aaon in Q1 2023 and held it in 2 quarters.
  • Empower Advisory Group's Aaon position peaked at $504K in Q1 2023.
  • 291 funds tracked by Wall St. Rank held Aaon as of Q3 2023.

Based on Empower Advisory Group's 13F filing for Q3 2023, filed 6 Nov 2023.