EWA
AAN

EverSource Wealth Advisors’s The Aaron's Company Inc AAN Stock Holding History

EverSource Wealth Advisors’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
Q2 		– Sell
-430
Closed -$4.15K – 2629
2023
Q1 		$4.15K Sell
430
-318
-43% -$4.09K ﹤0.01% 1710
2022
Q4 		$8.94K Buy
+748
New +$8.01K ﹤0.01% 1371

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

EverSource Wealth Advisors's AAN Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of The Aaron's Company Inc (AAN) in Q2 2023, closing a stake of 430 shares — an estimated $4.15K sold.

EverSource Wealth Advisors first reported a position in AAN in Q4 2022 and held it in 2 quarters. The position peaked at $8.94K in Q4 2022. 165 funds tracked by Wall St. Rank hold AAN as of Q2 2023.

  • EverSource Wealth Advisors reported no remaining The Aaron's Company Inc position as of Q2 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 430 The Aaron's Company Inc shares in Q2 2023, an estimated $4.15K.
  • EverSource Wealth Advisors first reported a position in The Aaron's Company Inc in Q4 2022 and held it in 2 quarters.
  • EverSource Wealth Advisors's The Aaron's Company Inc position peaked at $8.94K in Q4 2022.
  • 165 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.