Pathstone Family Office’s Aaon AAON Stock Holding History

Pathstone Family Office’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	-4,155	Closed	-$209K	–	1195
2022 Q4	$209K	Buy	+4,155	New	+$194K	﹤0.01%	1370

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Pathstone Family Office's AAON Position: Q1 2023 in Review

Pathstone Family Office sold out of Aaon (AAON) in Q1 2023, closing a stake of 4,155 shares — an estimated $209K sold.

Pathstone Family Office first reported a position in AAON in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 277 funds tracked by Wall St. Rank hold AAON as of Q1 2023.

Pathstone Family Office reported no remaining Aaon position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 4,155 Aaon shares in Q1 2023, an estimated $209K.
Pathstone Family Office first reported a position in Aaon in Q4 2022 and held it in 1 quarter.
Pathstone Family Office's Aaon position peaked at $209K in Q4 2022.
277 funds tracked by Wall St. Rank held Aaon as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.