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Reilly Financial Advisors’s Aaon AAON Stock Holding History

Reilly 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
2021
Q4 		$15K Buy
+278
New +$13.9K ﹤0.01% 615

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Reilly Financial Advisors's AAON Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Aaon (AAON) in Q4 2021: 278 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings.

213 funds tracked by Wall St. Rank hold AAON as of Q4 2021.

  • Reilly Financial Advisors held 278 shares of Aaon worth $15K as of Q4 2021.
  • Aaon was a new Reilly Financial Advisors position in Q4 2021.
  • Aaon made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #615 holding.
  • 213 funds tracked by Wall St. Rank held Aaon as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.