Wealthspire Advisors (Maryland)’s Aaon AAON Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,001	Closed	-$31K	–	462
2019 Q1	$31K	Hold	1,001	–	–	﹤0.01%	1090
2018 Q4	$23K	Buy	1,001 +852	+572%	+$20.5K	﹤0.01%	1136
2018 Q3	$4K	Hold	149	–	–	﹤0.01%	1867
2018 Q2	$3K	Sell	149 -12	-7%	-$264	﹤0.01%	1963
2018 Q1	$4K	Buy	161 +12	+8%	+$291	﹤0.01%	1877
2017 Q4	$4K	Buy	149 +144	+2,880%	+$3.38K	﹤0.01%	1878
2017 Q3	$0	Hold	5	–	–	﹤0.01%	2226
2017 Q2	$0	Sell	5 -4	-44%	-$97	﹤0.01%	2178
2017 Q1	$0	Sell	9 -11	-55%	-$252	﹤0.01%	1906
2016 Q4	$0	Hold	20	–	–	﹤0.01%	1739
2016 Q3	$0	Hold	20	–	–	﹤0.01%	1721
2016 Q2	$0	Hold	20	–	–	﹤0.01%	1679
2016 Q1	$0	Hold	20	–	–	﹤0.01%	1729
2015 Q4	$0	Buy	+20	New	+$303	﹤0.01%	1714

Other funds holding AAON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AAON Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Aaon (AAON) in Q2 2019, closing a stake of 1,001 shares — an estimated $31K sold.

Wealthspire Advisors (Maryland) first reported a position in AAON in Q4 2015 and held it in 14 quarters. The position peaked at $31K in Q1 2019. 169 funds tracked by Wall St. Rank hold AAON as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Aaon position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,001 Aaon shares in Q2 2019, an estimated $31K.
Wealthspire Advisors (Maryland) first reported a position in Aaon in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Aaon position peaked at $31K in Q1 2019.
169 funds tracked by Wall St. Rank held Aaon as of Q2 2019.

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