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Source Financial Advisors’s Aaon AAON Stock Holding History

Source 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
2024
Q3 		$921K Hold
8,545
– – 0.27% 49
2024
Q2 		$745K Hold
8,545
– – 0.23% 54
2024
Q1 		$753K Hold
8,545
– – 0.23% 52
2023
Q4 		$631K Hold
8,545
– – 0.2% 64
2023
Q3 		$486K Sell
8,545
-1
-0% -$64 0.16% 76
2023
Q2 		$540K Sell
8,546
-2,475
-22% -$157K 0.18% 78
2023
Q1 		$710K Hold
11,021
– – 0.24% 61
2022
Q4 		$553K Buy
+11,021
New +$514K 0.21% 73

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

Source Financial Advisors's AAON Position: Q3 2024 in Review

Source Financial Advisors held its Aaon (AAON) position steady in Q3 2024 at 8,545 shares worth $921K. The position accounts for 0.27% of the portfolio, ranked #49.

Source Financial Advisors first reported a position in AAON in Q4 2022 and has held it in 8 quarters since. 381 funds tracked by Wall St. Rank hold AAON as of Q3 2024.

  • Source Financial Advisors held 8,545 shares of Aaon worth $921K as of Q3 2024.
  • Source Financial Advisors left its Aaon share count unchanged in Q3 2024.
  • Aaon made up 0.27% of Source Financial Advisors's portfolio in Q3 2024, its #49 holding.
  • Source Financial Advisors first reported a position in Aaon in Q4 2022 and has held it in 8 quarters since.
  • 381 funds tracked by Wall St. Rank held Aaon as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.