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Opal Wealth Advisors’s Aaon AAON Stock Holding History

Opal 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
2024
Q3 		– Sell
-7
Closed -$611 – 191
2024
Q2 		$611 Buy
+7
New +$571 ﹤0.01% 1143

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Opal Wealth Advisors's AAON Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Aaon (AAON) in Q3 2024, closing a stake of 7 shares — an estimated $611 sold.

Opal Wealth Advisors first reported a position in AAON in Q2 2024 and held it in 1 quarter. The position peaked at $611 in Q2 2024. 381 funds tracked by Wall St. Rank hold AAON as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Aaon position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 7 Aaon shares in Q3 2024, an estimated $611.
  • Opal Wealth Advisors first reported a position in Aaon in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Aaon position peaked at $611 in Q2 2024.
  • 381 funds tracked by Wall St. Rank held Aaon as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.