Altus Wealth Group’s Aon AON Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-66	Closed	-$14K	–	196
2020 Q4	$14K	Buy	+66	New	+$13.5K	0.01%	441

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Altus Wealth Group's AON Position: Q1 2021 in Review

Altus Wealth Group sold out of Aon (AON) in Q1 2021, closing a stake of 66 shares — an estimated $14K sold.

Altus Wealth Group first reported a position in AON in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 913 funds tracked by Wall St. Rank hold AON as of Q1 2021.

Altus Wealth Group reported no remaining Aon position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 66 Aon shares in Q1 2021, an estimated $14K.
Altus Wealth Group first reported a position in Aon in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Aon position peaked at $14K in Q4 2020.
913 funds tracked by Wall St. Rank held Aon as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.