FourThought Financial’s Aaon AAON Stock Holding History

FourThought Financial’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
2022 Q3	$7K	Buy	+206	New	+$7.94K	﹤0.01%	1100
2022 Q2	–	Sell	-219	Closed	-$8K	–	1463
2022 Q1	$8K	Hold	219	–	–	﹤0.01%	1075
2021 Q4	$12K	Hold	219	–	–	﹤0.01%	1034
2021 Q3	$9K	Hold	219	–	–	﹤0.01%	1110
2021 Q2	$9K	Sell	219 -29	-12%	-$1.28K	﹤0.01%	1115
2021 Q1	$11K	Hold	248	–	–	﹤0.01%	1028
2020 Q4	$10K	Buy	+248	New	+$10.5K	﹤0.01%	1015

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GCM

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

FourThought Financial's AAON Position: Q3 2022 in Review

FourThought Financial opened a new position in Aaon (AAON) in Q3 2022: 206 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings. This is a return to the name: FourThought Financial previously reported a position in AAON as recently as Q1 2022.

FourThought Financial first reported a position in AAON in Q4 2020 and has held it in 7 quarters since. The position peaked at $12K in Q4 2021. 221 funds tracked by Wall St. Rank hold AAON as of Q3 2022.

FourThought Financial held 206 shares of Aaon worth $7K as of Q3 2022.
Aaon was a new FourThought Financial position in Q3 2022.
Aaon made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1100 holding.
FourThought Financial first reported a position in Aaon in Q4 2020 and has held it in 7 quarters since.
FourThought Financial's Aaon position peaked at $12K in Q4 2021.
221 funds tracked by Wall St. Rank held Aaon as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.