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Plante Moran Financial Advisors’s Aaon AAON Stock Holding History

Plante Moran 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
Q4 		– Sell
-693
Closed -$21K – 737
2019
Q3 		$21K Buy
+693
New +$22.4K 0.01% 479

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

Plante Moran Financial Advisors's AAON Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Aaon (AAON) in Q4 2019, closing a stake of 693 shares — an estimated $21K sold.

Plante Moran Financial Advisors first reported a position in AAON in Q3 2019 and held it in 1 quarter. The position peaked at $21K in Q3 2019. 166 funds tracked by Wall St. Rank hold AAON as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining Aaon position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 693 Aaon shares in Q4 2019, an estimated $21K.
  • Plante Moran Financial Advisors first reported a position in Aaon in Q3 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Aaon position peaked at $21K in Q3 2019.
  • 166 funds tracked by Wall St. Rank held Aaon as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.