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Heritage Wealth Management (Arizona)’s Aaon AAON Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$16.4K Buy
327
+163
+99% +$7.61K ﹤0.01% 703
2022
Q3 		$6K Hold
164
– – ﹤0.01% 722
2022
Q2 		$5.97K Hold
164
– – ﹤0.01% 745
2022
Q1 		$6K Buy
+164
New +$6.68K ﹤0.01% 769
2021
Q3 		$7K Hold
164
– – ﹤0.01% 690
2021
Q2 		$7K Hold
164
– – ﹤0.01% 694
2021
Q1 		$8K Buy
+164
New +$8.05K ﹤0.01% 596

Other funds holding AAON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $6.22B AUM 22.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AAON Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Aaon (AAON) stake by 99% in Q4 2022, buying an estimated $7.61K and bringing the position to 327 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Heritage Wealth Management (Arizona) first reported a position in AAON in Q1 2021 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold AAON as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 327 shares of Aaon worth $16.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 163 Aaon shares in Q4 2022, an estimated $7.61K.
  • Aaon made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #703 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Aaon in Q1 2021 and has held it in 7 quarters since.
  • 253 funds tracked by Wall St. Rank held Aaon as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.