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Legacy Financial Advisors’s Aaon AAON Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-18
Closed -$1K – 114
2019
Q1 		$1K Hold
18
– – ﹤0.01% 938
2018
Q4 		$0 Hold
18
– – ﹤0.01% 969
2018
Q3 		$0 Hold
18
– – ﹤0.01% 877
2018
Q2 		$0 Hold
18
– – ﹤0.01% 922
2018
Q1 		$0 Hold
18
– – ﹤0.01% 807
2017
Q4 		$0 Buy
+18
New +$422 ﹤0.01% 808

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Legacy Financial Advisors's AAON Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Aaon (AAON) in Q2 2019, closing a stake of 18 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in AAON in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 169 funds tracked by Wall St. Rank hold AAON as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Aaon position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 18 Aaon shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Aaon in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Aaon position peaked at $1K in Q1 2019.
  • 169 funds tracked by Wall St. Rank held Aaon as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.