JP Morgan Private Wealth Advisors’s The Aaron's Company Inc AAN Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q2	–	Sell	-20,396	Closed	-$197K	–	1952
2023 Q1	$197K	Sell	20,396 -919	-4%	-$11.8K	﹤0.01%	1839
2022 Q4	$255K	Buy	21,315 +7,749	+57%	+$83K	﹤0.01%	1722
2022 Q3	$132K	Sell	13,566 -1,608	-11%	-$21.4K	﹤0.01%	1857
2022 Q2	$221K	Sell	15,174 -966	-6%	-$18.4K	﹤0.01%	1785
2022 Q1	$324K	Sell	16,140 -656	-4%	-$14.4K	﹤0.01%	1719
2021 Q4	$414K	Buy	16,796 +618	+4%	+$15.8K	﹤0.01%	1625
2021 Q3	$446K	Buy	16,178 +1,225	+8%	+$34.4K	﹤0.01%	1542
2021 Q2	$478K	Sell	14,953 -42	-0.3%	-$1.32K	﹤0.01%	1495
2021 Q1	$385K	Buy	14,995 +3,550	+31%	+$77.8K	﹤0.01%	1424
2020 Q4	$217K	Buy	+11,445	New	+$211K	﹤0.01%	1616

Other funds holding AAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SCM

Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AAN Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of The Aaron's Company Inc (AAN) in Q2 2023, closing a stake of 20,396 shares — an estimated $197K sold.

JP Morgan Private Wealth Advisors first reported a position in AAN in Q4 2020 and held it in 10 quarters. The position peaked at $478K in Q2 2021. 165 funds tracked by Wall St. Rank hold AAN as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining The Aaron's Company Inc position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 20,396 The Aaron's Company Inc shares in Q2 2023, an estimated $197K.
JP Morgan Private Wealth Advisors first reported a position in The Aaron's Company Inc in Q4 2020 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's The Aaron's Company Inc position peaked at $478K in Q2 2021.
165 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.