TFO
AAON icon

Tarbox Family Office’s Aaon AAON Stock Holding History

Tarbox Family Office’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
2021
Q2 		– Sell
-68
Closed -$3K – 1139
2021
Q1 		$3K Hold
68
– – ﹤0.01% 706
2020
Q4 		$3K Hold
68
– – ﹤0.01% 644
2020
Q3 		$3K Hold
68
– – ﹤0.01% 577
2020
Q2 		$2K Hold
68
– – ﹤0.01% 699
2020
Q1 		$2K Buy
+68
New +$2.37K ﹤0.01% 588

Other funds holding AAON

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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

Tarbox Family Office's AAON Position: Q2 2021 in Review

Tarbox Family Office sold out of Aaon (AAON) in Q2 2021, closing a stake of 68 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in AAON in Q1 2020 and held it in 5 quarters. The position peaked at $3K in Q1 2021. 207 funds tracked by Wall St. Rank hold AAON as of Q2 2021.

  • Tarbox Family Office reported no remaining Aaon position as of Q2 2021 after selling out during the quarter.
  • Tarbox Family Office sold 68 Aaon shares in Q2 2021, an estimated $3K.
  • Tarbox Family Office first reported a position in Aaon in Q1 2020 and held it in 5 quarters.
  • Tarbox Family Office's Aaon position peaked at $3K in Q1 2021.
  • 207 funds tracked by Wall St. Rank held Aaon as of Q2 2021.

Based on Tarbox Family Office's 13F filing for Q2 2021, filed 16 Jul 2021.