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One Wealth Advisors’s Aaon AAON Stock Holding History

One Wealth 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
2023
Q1 		– Sell
-1,086
Closed -$54.5K – 199
2022
Q4 		$54.5K Buy
+1,086
New +$50.7K 0.01% 400
2019
Q2 		– Sell
-2,441
Closed -$75K – 122
2019
Q1 		$75K Buy
+2,441
New +$64.1K 0.06% 204
2018
Q4 		– Sell
-2,616
Closed -$66K – 109
2018
Q3 		$66K Sell
2,616
-68
-3% -$1.74K 0.05% 243
2018
Q2 		$59K Hold
2,684
– – 0.05% 253
2018
Q1 		$70K Buy
2,684
+75
+3% +$1.82K 0.06% 218
2017
Q4 		$64K Buy
+2,609
New +$61.2K 0.05% 256

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

One Wealth Advisors's AAON Position: Q1 2023 in Review

One Wealth Advisors sold out of Aaon (AAON) in Q1 2023, closing a stake of 1,086 shares — an estimated $54.5K sold.

One Wealth Advisors first reported a position in AAON in Q4 2017 and held it in 6 quarters. The position peaked at $75K in Q1 2019. 277 funds tracked by Wall St. Rank hold AAON as of Q1 2023.

  • One Wealth Advisors reported no remaining Aaon position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 1,086 Aaon shares in Q1 2023, an estimated $54.5K.
  • One Wealth Advisors first reported a position in Aaon in Q4 2017 and held it in 6 quarters.
  • One Wealth Advisors's Aaon position peaked at $75K in Q1 2019.
  • 277 funds tracked by Wall St. Rank held Aaon as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.