SPWG
AAN

Sage Private Wealth Group’s The Aaron's Company Inc AAN Stock Holding History

Sage Private Wealth Group’s Portfolio AAN Stock Details AAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-103
Closed -$1K – 191
2022
Q3 		$1K Hold
103
– – ﹤0.01% 187
2022
Q2 		$1K Hold
103
– – ﹤0.01% 164
2022
Q1 		$2K Hold
103
– – ﹤0.01% 167
2021
Q4 		$2K Hold
103
– – ﹤0.01% 167
2021
Q3 		$3K Hold
103
– – ﹤0.01% 167
2021
Q2 		$3K Hold
103
– – ﹤0.01% 158
2021
Q1 		$3K Hold
103
– – 0.01% 160
2020
Q4 		$2K Buy
+103
New +$1.9K 0.01% 153

Other funds holding AAN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sage Private Wealth Group's AAN Position: Q4 2022 in Review

Sage Private Wealth Group sold out of The Aaron's Company Inc (AAN) in Q4 2022, closing a stake of 103 shares — an estimated $1K sold.

Sage Private Wealth Group first reported a position in AAN in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q3 2021. 163 funds tracked by Wall St. Rank hold AAN as of Q4 2022.

  • Sage Private Wealth Group reported no remaining The Aaron's Company Inc position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 103 The Aaron's Company Inc shares in Q4 2022, an estimated $1K.
  • Sage Private Wealth Group first reported a position in The Aaron's Company Inc in Q4 2020 and held it in 8 quarters.
  • Sage Private Wealth Group's The Aaron's Company Inc position peaked at $3K in Q3 2021.
  • 163 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.