TWP
AAN

TFO Wealth Partners’s The Aaron's Company Inc AAN Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-19
Closed -$269 – 1110
2023
Q3 		$269 Buy
+19
New +$242 ﹤0.01% 697
2023
Q1 		– Sell
-25
Closed -$460 – 928
2022
Q4 		$460 Buy
+25
New +$268 ﹤0.01% 488

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
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFO Wealth Partners's AAN Position: Q4 2023 in Review

TFO Wealth Partners sold out of The Aaron's Company Inc (AAN) in Q4 2023, closing a stake of 19 shares — an estimated $269 sold.

TFO Wealth Partners first reported a position in AAN in Q4 2022 and held it in 2 quarters. The position peaked at $460 in Q4 2022. 163 funds tracked by Wall St. Rank hold AAN as of Q4 2023.

  • TFO Wealth Partners reported no remaining The Aaron's Company Inc position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 19 The Aaron's Company Inc shares in Q4 2023, an estimated $269.
  • TFO Wealth Partners first reported a position in The Aaron's Company Inc in Q4 2022 and held it in 2 quarters.
  • TFO Wealth Partners's The Aaron's Company Inc position peaked at $460 in Q4 2022.
  • 163 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.