UBS Group’s American Oncology Network, Inc. Class A Common Stock AONC Stock Holding History

UBS Group’s Portfolio AONC Stock Details AONC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,351	Closed	-$18.4K	–	10352
2024 Q1	$18.4K	Buy	+3,351	New	+$19.3K	﹤0.01%	6959
2023 Q4	–	Sell	-2,540	Closed	-$23.6K	–	10211
2023 Q3	$23.6K	Buy	+2,540	New	+$31.2K	﹤0.01%	6717
2023 Q2	–	Sell	-1,668	Closed	-$17.3K	–	9973
2023 Q1	$17.3K	Buy	1,668 +399	+31%	+$4.05K	﹤0.01%	7190
2022 Q4	$12.8K	Hold	1,269	–	–	﹤0.01%	8234
2022 Q3	$12K	Buy	1,269 +10	+0.8%	+$98	﹤0.01%	8209
2022 Q2	$12K	Buy	1,259 +20	+2%	+$196	﹤0.01%	7703
2022 Q1	$12K	Sell	1,239 -1,251	-50%	-$12.2K	﹤0.01%	8220
2021 Q4	$24K	Buy	+2,490	New	+$24.2K	﹤0.01%	7651

Other funds holding AONC

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's AONC Position: Q2 2024 in Review

UBS Group sold out of American Oncology Network, Inc. Class A Common Stock (AONC) in Q2 2024, closing a stake of 3,351 shares — an estimated $18.4K sold.

UBS Group first reported a position in AONC in Q4 2021 and held it in 8 quarters. The position peaked at $24K in Q4 2021. 2 funds tracked by Wall St. Rank hold AONC as of Q2 2024.

UBS Group reported no remaining American Oncology Network, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
UBS Group sold 3,351 American Oncology Network, Inc. Class A Common Stock shares in Q2 2024, an estimated $18.4K.
UBS Group first reported a position in American Oncology Network, Inc. Class A Common Stock in Q4 2021 and held it in 8 quarters.
UBS Group's American Oncology Network, Inc. Class A Common Stock position peaked at $24K in Q4 2021.
2 funds tracked by Wall St. Rank held American Oncology Network, Inc. Class A Common Stock as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.