SWA
AAN

Sutton Wealth Advisors’s The Aaron's Company Inc AAN Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-1,980
Closed -$23.7K – 1619
2022
Q4 		$23.7K Buy
+1,980
New +$21.2K 0.01% 631
2022
Q3 		– Sell
-447
Closed -$5.96K – 1736
2022
Q2 		$6.5K Buy
447
+442
+8,840% +$8.44K ﹤0.01% 1021
2022
Q1 		$100 Sell
5
-3
-38% -$66 ﹤0.01% 1621
2021
Q4 		$197 Buy
+8
New +$204 ﹤0.01% 1644

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's AAN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of The Aaron's Company Inc (AAN) in Q1 2023, closing a stake of 1,980 shares — an estimated $23.7K sold.

Sutton Wealth Advisors first reported a position in AAN in Q4 2021 and held it in 4 quarters. The position peaked at $23.7K in Q4 2022. 168 funds tracked by Wall St. Rank hold AAN as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining The Aaron's Company Inc position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,980 The Aaron's Company Inc shares in Q1 2023, an estimated $23.7K.
  • Sutton Wealth Advisors first reported a position in The Aaron's Company Inc in Q4 2021 and held it in 4 quarters.
  • Sutton Wealth Advisors's The Aaron's Company Inc position peaked at $23.7K in Q4 2022.
  • 168 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.