Gradient Investments’s Aaon AAON Stock Holding History

Gradient Investments’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	–	Sell	-39	Closed	-$2.88K	–	1234
2023 Q4	$2.88K	Hold	39	–	–	﹤0.01%	1134
2023 Q3	$2.22K	Buy	+39	New	+$2.48K	﹤0.01%	1152

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 $5.01B AUM 6.26% 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

Gradient Investments's AAON Position: Q1 2024 in Review

Gradient Investments sold out of Aaon (AAON) in Q1 2024, closing a stake of 39 shares — an estimated $2.88K sold.

Gradient Investments first reported a position in AAON in Q3 2023 and held it in 2 quarters. The position peaked at $2.88K in Q4 2023. 331 funds tracked by Wall St. Rank hold AAON as of Q1 2024.

Gradient Investments reported no remaining Aaon position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 39 Aaon shares in Q1 2024, an estimated $2.88K.
Gradient Investments first reported a position in Aaon in Q3 2023 and held it in 2 quarters.
Gradient Investments's Aaon position peaked at $2.88K in Q4 2023.
331 funds tracked by Wall St. Rank held Aaon as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.