FirstPurpose Wealth’s Aaon AAON Stock Holding History

FirstPurpose 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
2024 Q1	$263K	Buy	2,988 +148	+5%	+$11.6K	0.1%	170
2023 Q4	$210K	Buy	+2,840	New	+$175K	0.08%	198

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FirstPurpose Wealth's AAON Position: Q1 2024 in Review

FirstPurpose Wealth increased its Aaon (AAON) stake by 5.2% in Q1 2024, buying an estimated $11.6K and bringing the position to 2,988 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #170.

FirstPurpose Wealth first reported a position in AAON in Q4 2023 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold AAON as of Q1 2024.

FirstPurpose Wealth held 2,988 shares of Aaon worth $263K as of Q1 2024.
FirstPurpose Wealth bought 148 Aaon shares in Q1 2024, an estimated $11.6K.
Aaon made up 0.1% of FirstPurpose Wealth's portfolio in Q1 2024, its #170 holding.
FirstPurpose Wealth first reported a position in Aaon in Q4 2023 and has held it in 2 quarters since.
331 funds tracked by Wall St. Rank held Aaon as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.