Evoke Wealth’s Aaon AAON Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-294	Closed	-$9.68K	–	1127
2019 Q4	$9.68K	Hold	294	–	–	﹤0.01%	757
2019 Q3	$9K	Buy	+294	New	+$9.49K	﹤0.01%	850

Other funds holding AAON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Evoke Wealth's AAON Position: Q1 2020 in Review

Evoke Wealth sold out of Aaon (AAON) in Q1 2020, closing a stake of 294 shares — an estimated $9.68K sold.

Evoke Wealth first reported a position in AAON in Q3 2019 and held it in 2 quarters. The position peaked at $9.68K in Q4 2019. 172 funds tracked by Wall St. Rank hold AAON as of Q1 2020.

Evoke Wealth reported no remaining Aaon position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 294 Aaon shares in Q1 2020, an estimated $9.68K.
Evoke Wealth first reported a position in Aaon in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Aaon position peaked at $9.68K in Q4 2019.
172 funds tracked by Wall St. Rank held Aaon as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.