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Spire Wealth Management’s Aaon AAON Stock Holding History

Spire 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
2023
Q3 		– Sell
-1,394
Closed -$88.1K – 2351
2023
Q2 		$88.1K Hold
1,394
– – ﹤0.01% 1008
2023
Q1 		$89.8K Hold
1,394
– – ﹤0.01% 1000
2022
Q4 		$70K Sell
1,394
-189
-12% -$8.82K ﹤0.01% 864
2022
Q3 		$57K Hold
1,583
– – ﹤0.01% 901
2022
Q2 		$58K Hold
1,583
– – ﹤0.01% 1227
2022
Q1 		$59K Hold
1,583
– – ﹤0.01% 1385
2021
Q4 		$84K Sell
1,583
-120
-7% -$6K ﹤0.01% 1481
2021
Q3 		$74K Hold
1,703
– – ﹤0.01% 1312
2021
Q2 		$71K Hold
1,703
– – ﹤0.01% 1333
2021
Q1 		$79K Buy
+1,703
New +$83.5K ﹤0.01% 1496

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spire Wealth Management's AAON Position: Q3 2023 in Review

Spire Wealth Management sold out of Aaon (AAON) in Q3 2023, closing a stake of 1,394 shares — an estimated $88.1K sold.

Spire Wealth Management first reported a position in AAON in Q1 2021 and held it in 10 quarters. The position peaked at $89.8K in Q1 2023. 291 funds tracked by Wall St. Rank hold AAON as of Q3 2023.

  • Spire Wealth Management reported no remaining Aaon position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 1,394 Aaon shares in Q3 2023, an estimated $88.1K.
  • Spire Wealth Management first reported a position in Aaon in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Aaon position peaked at $89.8K in Q1 2023.
  • 291 funds tracked by Wall St. Rank held Aaon as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.