TCI Wealth Advisors’s Aaon AAON Stock Holding History

TCI 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 Q2	–	Sell	-69	Closed	-$4.45K	–	200
2023 Q1	$4.45K	Hold	69	–	–	﹤0.01%	1606
2022 Q4	$3.46K	Hold	69	–	–	﹤0.01%	1773
2022 Q3	$2K	Buy	69 +4	+6%	+$154	﹤0.01%	1890
2022 Q2	$2K	Hold	65	–	–	﹤0.01%	1957
2022 Q1	$2K	Sell	65 -147	-69%	-$5.99K	﹤0.01%	1944
2021 Q4	$11K	Hold	212	–	–	﹤0.01%	1068
2021 Q3	$9K	Sell	212 -1	-0.5%	-$43	﹤0.01%	1138
2021 Q2	$9K	Buy	213 +99	+87%	+$4.36K	﹤0.01%	1004
2021 Q1	$5K	Buy	114 +49	+75%	+$2.4K	﹤0.01%	1208
2020 Q4	$3K	Hold	65	–	–	﹤0.01%	1051
2020 Q3	$3K	Hold	65	–	–	﹤0.01%	909
2020 Q2	$2K	Sell	65 -9	-12%	-$302	﹤0.01%	1013
2020 Q1	$2K	Buy	74 +9	+14%	+$314	﹤0.01%	962
2019 Q4	$2K	Hold	65	–	–	﹤0.01%	1085
2019 Q3	$2K	Hold	65	–	–	﹤0.01%	1021
2019 Q2	$2K	Hold	65	–	–	﹤0.01%	966
2019 Q1	$2K	Hold	65	–	–	﹤0.01%	986
2018 Q4	$2K	Buy	+65	New	+$1.56K	﹤0.01%	951
2017 Q1	–	Sell	-1,467	Closed	-$32K	–	1275
2016 Q4	$32K	Buy	1,467 +3	+0.2%	+$63	0.02%	395
2016 Q3	$28K	Buy	1,464 +711	+94%	+$13.1K	0.02%	383
2016 Q2	$14K	Buy	+753	New	+$13.6K	0.01%	488
2016 Q1	–	Sell	-753	Closed	-$12K	–	1313
2015 Q4	$12K	Buy	+753	New	+$11.4K	0.01%	527

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's AAON Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Aaon (AAON) in Q2 2023, closing a stake of 69 shares — an estimated $4.45K sold.

TCI Wealth Advisors first reported a position in AAON in Q4 2015 and held it in 22 quarters. The position peaked at $32K in Q4 2016. 303 funds tracked by Wall St. Rank hold AAON as of Q2 2023.

TCI Wealth Advisors reported no remaining Aaon position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 69 Aaon shares in Q2 2023, an estimated $4.45K.
TCI Wealth Advisors first reported a position in Aaon in Q4 2015 and held it in 22 quarters.
TCI Wealth Advisors's Aaon position peaked at $32K in Q4 2016.
303 funds tracked by Wall St. Rank held Aaon as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.