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Harvest Group Wealth Management’s Aaon AAON Stock Holding History

Harvest Group Wealth Management’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
-36
Closed -$2K – 37
2020
Q4 		$2K Sell
36
-6
-14% -$254 ﹤0.01% 332
2020
Q3 		$2K Hold
42
– – ﹤0.01% 319
2020
Q2 		$1K Hold
42
– – ﹤0.01% 342
2020
Q1 		$1K Hold
42
– – ﹤0.01% 342
2019
Q4 		$1K Hold
42
– – ﹤0.01% 704
2019
Q3 		$1K Hold
42
– – ﹤0.01% 816
2019
Q2 		$1K Hold
42
– – ﹤0.01% 642
2019
Q1 		$1K Buy
+42
New +$1.1K ﹤0.01% 722

Other funds holding AAON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Harvest Group Wealth Management's AAON Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Aaon (AAON) in Q1 2021, closing a stake of 36 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in AAON in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q4 2020. 210 funds tracked by Wall St. Rank hold AAON as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Aaon position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 36 Aaon shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Aaon in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Aaon position peaked at $2K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held Aaon as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.