HWMA
AAN

Heritage Wealth Management (Arizona)’s The Aaron's Company Inc AAN Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AAN Stock Details AAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13
Closed -$1K – 935
2021
Q2 		$1K Buy
+13
New +$410 ﹤0.01% 887

Other funds holding AAN

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AAN Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of The Aaron's Company Inc (AAN) in Q3 2021, closing a stake of 13 shares — an estimated $1K sold.

Heritage Wealth Management (Arizona) first reported a position in AAN in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 191 funds tracked by Wall St. Rank hold AAN as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining The Aaron's Company Inc position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 13 The Aaron's Company Inc shares in Q3 2021, an estimated $1K.
  • Heritage Wealth Management (Arizona) first reported a position in The Aaron's Company Inc in Q2 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s The Aaron's Company Inc position peaked at $1K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.