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SYSTM Wealth Solutions’s Aaon AAON Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-219
Closed -$19.1K – 94
2024
Q2 		$19.1K Sell
219
-7,472
-97% -$609K ﹤0.01% 377
2024
Q1 		$678K Buy
7,691
+7,449
+3,078% +$584K 0.09% 249
2023
Q4 		$17.9K Sell
242
-7,342
-97% -$453K ﹤0.01% 739
2023
Q3 		$431K Sell
7,584
-6
-0.1% -$381 0.07% 303
2023
Q2 		$480K Sell
7,590
-63
-0.8% -$3.98K 0.07% 316
2023
Q1 		$493K Hold
7,653
– – 0.08% 298
2022
Q4 		$384K Buy
+7,653
New +$357K 0.05% 384

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

SYSTM Wealth Solutions's AAON Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Aaon (AAON) in Q3 2024, closing a stake of 219 shares — an estimated $19.1K sold.

SYSTM Wealth Solutions first reported a position in AAON in Q4 2022 and held it in 7 quarters. The position peaked at $678K in Q1 2024. 381 funds tracked by Wall St. Rank hold AAON as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Aaon position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 219 Aaon shares in Q3 2024, an estimated $19.1K.
  • SYSTM Wealth Solutions first reported a position in Aaon in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Aaon position peaked at $678K in Q1 2024.
  • 381 funds tracked by Wall St. Rank held Aaon as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.