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180 Wealth Advisors’s Aon AON Stock Holding History

180 Wealth Advisors’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-609
Closed -$211K – 435
2024
Q3 		$211K Buy
+609
New +$199K 0.03% 403
2024
Q2 		– Sell
-910
Closed -$304K – 435
2024
Q1 		$304K Buy
910
+53
+6% +$16.4K 0.05% 295
2023
Q4 		$247K Buy
857
+202
+31% +$64.7K 0.05% 314
2023
Q3 		$212K Buy
655
+26
+4% +$8.6K 0.05% 322
2023
Q2 		$213K Buy
+629
New +$204K 0.05% 320
2023
Q1 		– Sell
-622
Closed -$202K – 367
2022
Q4 		$202K Buy
+622
New +$182K 0.05% 335
2022
Q3 		– Sell
-896
Closed -$245K – 359
2022
Q2 		$245K Sell
896
-131
-13% -$37.7K 0.06% 306
2022
Q1 		$340K Sell
1,027
-55
-5% -$16K 0.07% 252
2021
Q4 		$288K Sell
1,082
-318
-23% -$95.3K 0.06% 284
2021
Q3 		$433K Sell
1,400
-630
-31% -$169K 0.1% 211
2021
Q2 		$543K Sell
2,030
-18
-0.9% -$4.4K 0.12% 159
2021
Q1 		$519K Sell
2,048
-111
-5% -$24.4K 0.13% 154
2020
Q4 		$452K Buy
2,159
+182
+9% +$37.2K 0.13% 162
2020
Q3 		$408K Buy
1,977
+752
+61% +$150K 0.15% 139
2020
Q2 		$249K Buy
+1,225
New +$228K 0.1% 205
2020
Q1 		– Sell
-962
Closed -$201K – 227
2019
Q4 		$201K Sell
962
-404
-30% -$80K 0.08% 247
2019
Q3 		$261K Buy
+1,366
New +$264K 0.12% 206

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

180 Wealth Advisors's AON Position: Q4 2024 in Review

180 Wealth Advisors sold out of Aon (AON) in Q4 2024, closing a stake of 609 shares — an estimated $211K sold.

180 Wealth Advisors first reported a position in AON in Q3 2019 and held it in 17 quarters. The position peaked at $543K in Q2 2021. 1,194 funds tracked by Wall St. Rank hold AON as of Q4 2024.

  • 180 Wealth Advisors reported no remaining Aon position as of Q4 2024 after selling out during the quarter.
  • 180 Wealth Advisors sold 609 Aon shares in Q4 2024, an estimated $211K.
  • 180 Wealth Advisors first reported a position in Aon in Q3 2019 and held it in 17 quarters.
  • 180 Wealth Advisors's Aon position peaked at $543K in Q2 2021.
  • 1,194 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on 180 Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.