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TRUE Private Wealth Advisors’s Aaon AAON Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-450
Closed -$11.3K – 232
2018
Q3 		$11.3K Buy
+450
New +$11.5K ﹤0.01% 725

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TRUE Private Wealth Advisors's AAON Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Aaon (AAON) in Q4 2018, closing a stake of 450 shares — an estimated $11.3K sold.

TRUE Private Wealth Advisors first reported a position in AAON in Q3 2018 and held it in 1 quarter. The position peaked at $11.3K in Q3 2018. 159 funds tracked by Wall St. Rank hold AAON as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Aaon position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 450 Aaon shares in Q4 2018, an estimated $11.3K.
  • TRUE Private Wealth Advisors first reported a position in Aaon in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Aaon position peaked at $11.3K in Q3 2018.
  • 159 funds tracked by Wall St. Rank held Aaon as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.