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Ruedi Wealth Management’s Aaon AAON Stock Holding History

Ruedi Wealth Management’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
Q1 		– Sell
-238
Closed -$17.6K – 261
2023
Q4 		$17.6K Sell
238
-606
-72% -$37.4K 0.01% 113
2023
Q3 		$48K Sell
844
-1
-0.1% -$64 0.03% 77
2023
Q2 		$53.4K Hold
845
– – 0.03% 75
2023
Q1 		$54.4K Hold
845
– – 0.04% 76
2022
Q4 		$42.4K Buy
+845
New +$39.4K 0.03% 76

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ruedi Wealth Management's AAON Position: Q1 2024 in Review

Ruedi Wealth Management sold out of Aaon (AAON) in Q1 2024, closing a stake of 238 shares — an estimated $17.6K sold.

Ruedi Wealth Management first reported a position in AAON in Q4 2022 and held it in 5 quarters. The position peaked at $54.4K in Q1 2023. 331 funds tracked by Wall St. Rank hold AAON as of Q1 2024.

  • Ruedi Wealth Management reported no remaining Aaon position as of Q1 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 238 Aaon shares in Q1 2024, an estimated $17.6K.
  • Ruedi Wealth Management first reported a position in Aaon in Q4 2022 and held it in 5 quarters.
  • Ruedi Wealth Management's Aaon position peaked at $54.4K in Q1 2023.
  • 331 funds tracked by Wall St. Rank held Aaon as of Q1 2024.

Based on Ruedi Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.