APW
AON icon

Acima Private Wealth’s Aon AON Stock Holding History

Acima Private Wealth’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
Q1 		– Sell
-21
Closed -$6.11K – 200
2023
Q4 		$6.11K Hold
21
– – ﹤0.01% 217
2023
Q3 		$6.81K Hold
21
– – ﹤0.01% 224
2023
Q2 		$7.25K Hold
21
– – ﹤0.01% 228
2023
Q1 		$6.62K Buy
+21
New +$6.5K ﹤0.01% 243

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Acima Private Wealth's AON Position: Q1 2024 in Review

Acima Private Wealth sold out of Aon (AON) in Q1 2024, closing a stake of 21 shares — an estimated $6.11K sold.

Acima Private Wealth first reported a position in AON in Q1 2023 and held it in 4 quarters. The position peaked at $7.25K in Q2 2023. 1,085 funds tracked by Wall St. Rank hold AON as of Q1 2024.

  • Acima Private Wealth reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
  • Acima Private Wealth sold 21 Aon shares in Q1 2024, an estimated $6.11K.
  • Acima Private Wealth first reported a position in Aon in Q1 2023 and held it in 4 quarters.
  • Acima Private Wealth's Aon position peaked at $7.25K in Q2 2023.
  • 1,085 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.