Guidance Point Advisors’s Aaon AAON Stock Holding History

Guidance Point Advisors’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 Q4	–	Sell	-461	Closed	-$20K	–	91
2021 Q3	$20K	Buy	+461	New	+$20K	0.01%	211

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

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

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

Guidance Point Advisors's AAON Position: Q4 2021 in Review

Guidance Point Advisors sold out of Aaon (AAON) in Q4 2021, closing a stake of 461 shares — an estimated $20K sold.

Guidance Point Advisors first reported a position in AAON in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 213 funds tracked by Wall St. Rank hold AAON as of Q4 2021.

Guidance Point Advisors reported no remaining Aaon position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 461 Aaon shares in Q4 2021, an estimated $20K.
Guidance Point Advisors first reported a position in Aaon in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Aaon position peaked at $20K in Q3 2021.
213 funds tracked by Wall St. Rank held Aaon as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.