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Sowell Financial Services’s Aaon AAON Stock Holding History

Sowell Financial Services’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
2020
Q3 		– Sell
-42
Closed -$2K – 2495
2020
Q2 		$2K Hold
42
– – ﹤0.01% 2105
2020
Q1 		$1K Hold
42
– – ﹤0.01% 2164
2019
Q4 		$1K Hold
42
– – ﹤0.01% 2276
2019
Q3 		$1K Buy
+42
New +$1.35K ﹤0.01% 2177

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Sowell Financial Services's AAON Position: Q3 2020 in Review

Sowell Financial Services sold out of Aaon (AAON) in Q3 2020, closing a stake of 42 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in AAON in Q3 2019 and held it in 4 quarters. The position peaked at $2K in Q2 2020. 191 funds tracked by Wall St. Rank hold AAON as of Q3 2020.

  • Sowell Financial Services reported no remaining Aaon position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 42 Aaon shares in Q3 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in Aaon in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Aaon position peaked at $2K in Q2 2020.
  • 191 funds tracked by Wall St. Rank held Aaon as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.