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TFO Wealth Partners’s Aaon AAON Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$264 – 53
2024
Q1 		$264 Hold
3
– – ﹤0.01% 427
2023
Q4 		$222 Buy
+3
New +$185 ﹤0.01% 609
2023
Q3 		– Sell
-3
Closed -$190 – 1105
2023
Q2 		$190 Hold
3
– – ﹤0.01% 517
2023
Q1 		$193 Sell
3
-3
-50% -$165 ﹤0.01% 487
2022
Q4 		$197 Buy
+6
New +$280 ﹤0.01% 634

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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

TFO Wealth Partners's AAON Position: Q2 2024 in Review

TFO Wealth Partners sold out of Aaon (AAON) in Q2 2024, closing a stake of 3 shares — an estimated $264 sold.

TFO Wealth Partners first reported a position in AAON in Q4 2022 and held it in 5 quarters. The position peaked at $264 in Q1 2024. 361 funds tracked by Wall St. Rank hold AAON as of Q2 2024.

  • TFO Wealth Partners reported no remaining Aaon position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Aaon shares in Q2 2024, an estimated $264.
  • TFO Wealth Partners first reported a position in Aaon in Q4 2022 and held it in 5 quarters.
  • TFO Wealth Partners's Aaon position peaked at $264 in Q1 2024.
  • 361 funds tracked by Wall St. Rank held Aaon as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.