WAM
AAN.A

Wealthspire Advisors (Maryland)’s The Aaron's Company Inc Class A AAN.A Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AAN.A Stock Details AAN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-875
Closed -$46K – 2550
2019
Q1 		$46K Sell
875
-121
-12% -$6.36K ﹤0.01% 928
2018
Q4 		$42K Sell
996
-701
-41% -$29.6K ﹤0.01% 938
2018
Q3 		$92K Sell
1,697
-30
-2% -$1.63K 0.01% 729
2018
Q2 		$75K Buy
1,727
+1,047
+154% +$45.5K 0.01% 819
2018
Q1 		$32K Sell
680
-61
-8% -$2.87K ﹤0.01% 1147
2017
Q4 		$30K Sell
741
-134
-15% -$5.42K ﹤0.01% 1200
2017
Q3 		$38K Buy
875
+31
+4% +$1.35K ﹤0.01% 1076
2017
Q2 		$33K Buy
844
+204
+32% +$7.98K ﹤0.01% 1096
2017
Q1 		$19K Buy
640
+44
+7% +$1.31K ﹤0.01% 1114
2016
Q4 		$19K Sell
596
-88
-13% -$2.81K ﹤0.01% 1043
2016
Q3 		$17K Buy
684
+105
+18% +$2.61K ﹤0.01% 1116
2016
Q2 		$13K Buy
+579
New +$13K ﹤0.01% 1150

Other funds holding AAN.A

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AAN.A Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of The Aaron's Company Inc Class A (AAN.A) in Q2 2019, closing a stake of 875 shares — an estimated $46K sold.

Wealthspire Advisors (Maryland) first reported a position in AAN.A in Q2 2016 and held it in 12 quarters. The position peaked at $92K in Q3 2018. 276 funds tracked by Wall St. Rank hold AAN.A as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining The Aaron's Company Inc Class A position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 875 The Aaron's Company Inc Class A shares in Q2 2019, an estimated $46K.
  • Wealthspire Advisors (Maryland) first reported a position in The Aaron's Company Inc Class A in Q2 2016 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s The Aaron's Company Inc Class A position peaked at $92K in Q3 2018.
  • 276 funds tracked by Wall St. Rank held The Aaron's Company Inc Class A as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.