Sutton Wealth Advisors’s Aaon AAON Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-1,307	Closed	-$65.6K	–	805
2022 Q4	$65.6K	Hold	1,307	–	–	0.03%	322
2022 Q3	$46.9K	Hold	1,307	–	–	0.02%	389
2022 Q2	$47.7K	Buy	1,307 +15	+1%	+$525	0.02%	394
2022 Q1	$48K	Buy	1,292 +344	+36%	+$14K	0.02%	416
2021 Q4	$50.2K	Buy	948 +15	+2%	+$750	0.02%	413
2021 Q3	$40.6K	Hold	933	–	–	0.02%	458
2021 Q2	$38.9K	Hold	933	–	–	0.01%	477
2021 Q1	$43.5K	Hold	933	–	–	0.02%	429
2020 Q4	$41.4K	Hold	933	–	–	0.02%	411
2020 Q3	$37.5K	Hold	933	–	–	0.02%	368
2020 Q2	$33.8K	Hold	933	–	–	0.02%	397
2020 Q1	$30.1K	Hold	933	–	–	0.02%	369
2019 Q4	$30.7K	Hold	933	–	–	0.02%	445
2019 Q3	$28.6K	Hold	933	–	–	0.02%	468
2019 Q2	$31.2K	Hold	933	–	–	0.02%	441
2019 Q1	$28.7K	Buy	933 +190	+26%	+$4.99K	0.02%	460
2018 Q4	$17.4K	Hold	743	–	–	0.01%	567
2018 Q3	$18.7K	Hold	743	–	–	0.01%	611
2018 Q2	$16.5K	Hold	743	–	–	0.01%	668
2018 Q1	$19.3K	Hold	743	–	–	0.01%	580
2017 Q4	$18.2K	Hold	743	–	–	0.01%	585
2017 Q3	$17.1K	Hold	743	–	–	0.01%	589
2017 Q2	$18.2K	Hold	743	–	–	0.01%	565
2017 Q1	$17.5K	Hold	743	–	–	0.01%	559
2016 Q4	$16.4K	Hold	743	–	–	0.01%	557
2016 Q3	$14.3K	Hold	743	–	–	0.01%	561
2016 Q2	$13.6K	Hold	743	–	–	0.01%	554
2016 Q1	$13.9K	Buy	+743	New	+$11.4K	0.01%	534

Other funds holding AAON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Aaon (AAON) in Q1 2023, closing a stake of 1,307 shares — an estimated $65.6K sold.

Sutton Wealth Advisors first reported a position in AAON in Q1 2016 and held it in 28 quarters. The position peaked at $65.6K in Q4 2022. 277 funds tracked by Wall St. Rank hold AAON as of Q1 2023.

Sutton Wealth Advisors reported no remaining Aaon position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,307 Aaon shares in Q1 2023, an estimated $65.6K.
Sutton Wealth Advisors first reported a position in Aaon in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Aaon position peaked at $65.6K in Q4 2022.
277 funds tracked by Wall St. Rank held Aaon as of Q1 2023.

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