VFA
AAN

Valeo Financial Advisors’s The Aaron's Company Inc AAN Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-155
Closed -$4K – 1924
2021
Q1 		$4K Buy
155
+83
+115% +$1.82K ﹤0.01% 1654
2020
Q4 		$1K Buy
+72
New +$1.32K ﹤0.01% 1632

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valeo Financial Advisors's AAN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of The Aaron's Company Inc (AAN) in Q2 2021, closing a stake of 155 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in AAN in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 182 funds tracked by Wall St. Rank hold AAN as of Q2 2021.

  • Valeo Financial Advisors reported no remaining The Aaron's Company Inc position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 155 The Aaron's Company Inc shares in Q2 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in The Aaron's Company Inc in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's The Aaron's Company Inc position peaked at $4K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held The Aaron's Company Inc as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.