Fortem Financial Group’s Aaon AAON Stock Holding History

Fortem Financial 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
2021 Q1	–	Sell	-84	Closed	-$4K	–	164
2020 Q4	$4K	Buy	+84	New	+$3.55K	﹤0.01%	408

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

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

GCM

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

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

Fortem Financial Group's AAON Position: Q1 2021 in Review

Fortem Financial Group sold out of Aaon (AAON) in Q1 2021, closing a stake of 84 shares — an estimated $4K sold.

Fortem Financial Group first reported a position in AAON in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 210 funds tracked by Wall St. Rank hold AAON as of Q1 2021.

Fortem Financial Group reported no remaining Aaon position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 84 Aaon shares in Q1 2021, an estimated $4K.
Fortem Financial Group first reported a position in Aaon in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Aaon position peaked at $4K in Q4 2020.
210 funds tracked by Wall St. Rank held Aaon as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.