IronBridge Private Wealth’s Aaon AAON Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-123	Closed	-$7K	–	38
2021 Q4	$7K	Hold	123	–	–	﹤0.01%	205
2021 Q3	$5K	Hold	123	–	–	﹤0.01%	202
2021 Q2	$5K	Hold	123	–	–	﹤0.01%	208
2021 Q1	$6K	Hold	123	–	–	﹤0.01%	190
2020 Q4	$5K	Buy	+123	New	+$5.2K	﹤0.01%	187

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IronBridge Private Wealth's AAON Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Aaon (AAON) in Q1 2022, closing a stake of 123 shares — an estimated $7K sold.

IronBridge Private Wealth first reported a position in AAON in Q4 2020 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 205 funds tracked by Wall St. Rank hold AAON as of Q1 2022.

IronBridge Private Wealth reported no remaining Aaon position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 123 Aaon shares in Q1 2022, an estimated $7K.
IronBridge Private Wealth first reported a position in Aaon in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Aaon position peaked at $7K in Q4 2021.
205 funds tracked by Wall St. Rank held Aaon as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.