Aaon shares owned by Creative Planning
Historical chart of Creative Planning investment in Aaon
Tip: Access up to 7 years of quarterly data
All positions including Aaon held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Aaon by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 15k | 88.10 |
| 2023-12-31 | $890k | 12k | 73.87 |
| 2023-09-30 | $628k | 11k | 56.87 |
| 2023-06-30 | $714k | 7.5k | 94.81 |
| 2023-03-31 | $718k | 7.4k | 96.69 |
| 2022-12-31 | $496k | 6.6k | 75.32 |
| 2022-09-30 | $419k | 7.8k | 53.93 |
| 2022-06-30 | $330k | 6.0k | 54.76 |
| 2022-03-31 | $331k | 5.9k | 55.76 |
| 2021-12-31 | $469k | 5.9k | 79.42 |
| 2021-09-30 | $370k | 5.7k | 65.29 |
| 2021-06-30 | $350k | 5.6k | 62.60 |
| 2021-03-31 | $389k | 5.6k | 70.06 |
| 2020-12-31 | $368k | 5.5k | 66.70 |
| 2020-09-30 | $327k | 5.4k | 60.17 |
| 2020-06-30 | $292k | 5.4k | 54.23 |
| 2020-03-31 | $261k | 5.4k | 48.38 |
| 2019-12-31 | $297k | 6.0k | 49.33 |
| 2019-09-30 | $285k | 6.2k | 45.91 |
| 2019-06-30 | $310k | 6.2k | 50.23 |
| 2019-03-31 | $286k | 6.2k | 46.21 |
| 2018-12-31 | $229k | 6.5k | 35.06 |
| 2018-09-30 | $244k | 6.4k | 37.87 |
| 2018-06-30 | $213k | 6.4k | 33.32 |
| 2018-03-31 | $249k | 6.4k | 38.95 |
| 2017-12-31 | $235k | 6.4k | 36.76 |
| 2017-09-30 | $219k | 6.4k | 34.43 |
| 2017-06-30 | $23k | 633 | 36.33 |
| 2017-03-31 | $27k | 752 | 35.90 |
| 2016-12-31 | $21k | 621 | 33.82 |
| 2016-09-30 | $25k | 865 | 28.90 |
| 2016-06-30 | $5.0k | 180 | 27.78 |
| 2016-03-31 | $4.0k | 159 | 25.16 |
| 2015-12-31 | $999 | 57 | 17.54 |
| 2014-06-30 | $3.0k | 85 | 35.29 |
| 2013-12-31 | $10k | 300 | 33.33 |
| 2013-09-30 | $8.0k | 300 | 26.67 |
| 2013-06-30 | $13k | 400 | 32.50 |