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Private Advisor Group’s Aaon AAON Stock Holding History

Private Advisor Group’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
Q4 		– Sell
-2,331
Closed -$251K – 2276
2024
Q3 		$251K Buy
+2,331
New +$213K ﹤0.01% 2068

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

Private Advisor Group's AAON Position: Q4 2024 in Review

Private Advisor Group sold out of Aaon (AAON) in Q4 2024, closing a stake of 2,331 shares — an estimated $251K sold.

Private Advisor Group first reported a position in AAON in Q3 2024 and held it in 1 quarter. The position peaked at $251K in Q3 2024. 422 funds tracked by Wall St. Rank hold AAON as of Q4 2024.

  • Private Advisor Group reported no remaining Aaon position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 2,331 Aaon shares in Q4 2024, an estimated $251K.
  • Private Advisor Group first reported a position in Aaon in Q3 2024 and held it in 1 quarter.
  • Private Advisor Group's Aaon position peaked at $251K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Aaon as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.